01/05/2021
South Africa is losing thousands of millionaires
Overall, between 2017 and 2020 South Africa lost 8,600 millionaires.
Wealth and Asset Management
12/21/2020
This island paradise in the Caribbean has affordable second passport benefits for South Africans
The investment required is often less than what you would pay for a luxury property in SA, and rather than eyeing second homes here, wealthy South Africans are taking the opportunity to invest in a second home in offshore destinations where they can obtai
12/21/2020
Argyle Pinks Break Records After Mine Closure
The stones continued to appreciate this year, since supply is being diminished, participants observed.
12/20/2020
10 things wealthy people love about living in South Africa
There are approximately 1,800 multi-millionaires living in the country
12/18/2020
Investec CFO on overcoming challenges
Nishlan Samujh, finance leader of the Anglo-South African bank, reveals how the FTSE-250 group recovered after the pandemic struck
12/17/2020
Just One Third of Global Asset Managers Have Completed Their Digital Transformation Projects
The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.
12/15/2020
Bank One scores hat trick at Global Banking & Finance Awards
Bank One Private Banking distinguished itself on the international scene this year despite the numerous challenges faced by the overall banking sector since the emergence of the COVID-19 pandemic.
12/09/2020
Investec self-service onboarding removes the pain points for business clients
Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.
12/04/2020
South African wealth firm unveils advisory partnership division
It will help independent advice companies grow their revenue and assets under management
12/03/2020
Follow a structured process to phase capital into the equity market – Reyneke van Wyk
The fact is there are too many risks associated with trying to predict or ‘time’ the market he explains.
12/02/2020
An out of the ordinary partner, in out of the ordinary times
This prestigious international award is testament to the continuous evolution of our One Place™ philosophy and our partnership with our clients and their families.
12/02/2020
Ian Kloss of Quilter International in Singapore on the Virtues of Life Insurance Solutions
He believes life insurance not only provides a liquidity backstop for families in times of crisis, but also helps individuals and families plan their investments for the life challenges and events ahead of them.
11/29/2020
Carrick Wealth: The Best Adviser Firm in South Africa
This is the second major accolade Carrick has won this year, having also been ranked as the Top Wealth Manager for Wealthy Executives in the 2020 Intellidex Awards.
11/29/2020
Words on Wealth: Why ETF providers were wrong about exchange-control circular
The providers of ETFs, including Sygnia and Satrix, were understandably excited about this interpretation of the circular.
11/26/2020
‘Elon Musk should share his wealth with South Africa’
Elon Musk made headlines by becoming the world's second-richest man this week - and Derek Hanekom has got one eye on the tech mogul's fortune.
11/26/2020
SA’s Super-Rich Haven’t Let COVID-19 Stop The Jet-Setting Lifestyle
COVID-19 has presented a unique opportunity to see how those in different income brackets stay safe, with some interesting trends emerging among the super-rich.
11/24/2020
Are my assets forfeited to the state should I die without leaving a valid will?
If the deceased left no valid will and did not have any relatives who could inherit his/her estate, then only will the estate be forfeited to the state.
11/19/2020
Paul Hanratty’s plan for Sanlam
It added R5bn to that market value as fund managers piled into what was clearly a cheap share.
11/10/2020
Winners Of WealthBriefing MENA Awards for Excellence 2020
As the results show, a number of banks with footprints in a variety of regions - such as Bank of Singapore and Standard Chartered - picked up prizes.
11/05/2020
What It Takes To Crack SA’s Richest 1%
The top two countries, according to research by international real estate and investment immigration firm Astons, via BusinessTech, with the widest reality gap between the top 1% and the average citizen, are Qatar and the United Arab Emirates (UAE).