Managers of Wealth Africa

FNB Wealth and Investment targeting ‘millions’ of clients

FNB division wants to cross-sell its products to the group’s 9-million retail banking clients

Old Mutual Expands Investments In Innovation

The collaboration will see Old Mutual acts as the exclusive strategic investor for Africa in the AIVGF.

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Old Mutual increases Covid provisions in anticipation of new infection waves

Old Mutual said its mortality experience through the Covid crisis has been worse than anticipated

Exploring Family Offices and Charitable Trusts - FBNQuest

Family offices can be classified into two types; A single-family office, which caters to one wealthy family, while a multi-family office offers its services to multiple clients and families.

UBP Participates in Africa's First SDG Bond

Green, social and sustainability bonds aim at raising funds to address social, environmental and other challenges.

Investec launches new business banking product – targeting mid-size companies and established entrepreneurs

Private Business accounts increased by 9.9% between March 2020 and March 2021.

Invest Africa and Standard Chartered Private Bank announce strategic partnership

The new collaboration will involve a programme of targeted business development opportunities in key hubs such as London, Dubai and Cape Town

Lombard Odier partners with Access To Water to distribute clean water in Senegal

Access To Water is a Swiss foundation committed to improving access to drinking water in regions hit by water stress.

IQ-EQ up for two awards at the Drawdown Awards 2021

This includes the launch of IQ-EQ Compass- our integrated ESG - service offering that helps our clients build sustainable value and reputational resilience.

The growing popularity of Foundations in Africa

The most common vehicle used in estate planning is a Trust, a structure derived from the common law concept.

Towards the New Normal, Chapter Two: Recover

Going forward, these platforms will be further implemented to offer secure, stable and high-quality services for virtual cooperation, meetings and events

MENA wealth management remains resilient

‘Concepts such as ESG/sustainable investing, and green sukuk are also rising in prominence and gaining investor interest’

World Wealth Report 2021

The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools

Global Wealth Report 2021

Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth

Effects of COVID on household wealth

The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.

Mercer's 2021 Cost of Living city ranking

Compared to last year, Tokyo and Zurich each dropped one spot to fourth and fifth positions, respectively.

Europe dominates, China rises, and the US remains stable in 2021 World Competitiveness Ranking

Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.

Succession: Transferring your wealth to the next generation

Succession planning should take place holistically and with a view of your entire estate – both local and offshore – to ensure that no conflicts, confusion, or omissions occur.

Unity Bank Urges NYSC Members to Embrace Entrepreneurship

In Ogun, Olisa Sofia, Chiamaka Goldleen and Ifeanyi Onoh emerged winners to claim the cash prizes.

Wealth and Asset Management