11/27/2019
More than 40% of SA's rich now live on residential estates - these are the top 10
South Africa is a global pioneer in residential estate living - the only other country to have more is the US.
Wealth and Asset Management
11/26/2019
FirstBank Private Banking: Our clients are keeping us on our toes
FBN’s 125 year heritage in Nigeria, and growing international network, gives the private banking division a strong foundation to provide best-in-class, bespoke services to its high net worth clients.
11/21/2019
Investec’s private capital head on Brexit, business and ‘super normal’ opportunities
Arjun Chopra talks to Arun Kakar about the South African bank’s vision for UK HNWs
11/21/2019
Investec eyes £17.5 million wealth and banking cost cuts
Investec has identified further cost cuts of £17.5 million across its banking and Wealth & Investment businesses as it continues to work through a major restructure of the business.
11/20/2019
SA's high-net-worth remain committed to philanthropy - new report
Despite this marginal decline in the total number of givers, however, Hlongwane says that the overall value of philanthropic activities in the country has remained relatively constant.
11/18/2019
Wealthy Kenyans move money from small banks
Depositors and investors in Kenya were rattled three years ago when the CBK took control of three mid-sized lenders, Chase Bank, Imperial Bank and Dubai Bank, after the banks ran into financial trouble.
11/13/2019
Namibia eyes wealthy expat retirees
While Namibian residency can be obtained on the basis of a business investment of NAD 2m ($122,000) and job creation, the application process is typically cumbersome - and not well suited to the needs of expat retirees.
11/12/2019
FBNQuest offers tips on wealth management
The bank stated this at its Wealth Management Customer Forum, where it shared an in-depth analysis of the impact of long-term wealth preservation and inter-generational wealth transfer.
11/11/2019
FBNQuest Merchant Bank stresses generational wealth transfer
The forum highlighted some of the challenges individuals and businesses encounter due to lack of a proper estate plan.
11/06/2019
Sanlam Private Wealth explores the powerful meeting point between wealth and craft
Benefit from in-depth expertise in wealth management to secure your future
11/05/2019
Surge in number of expats pushes need for international tax advice: deVere
This surge in demand for international tax advice has led deVere to recruit more experts and launch a tax apprenticeship scheme to meet the demands of its clients.
11/05/2019
‘Diversified Old Mutual cushioned from inflation’
As at November 1, 2019, OMZIL shares were trading at ZWL 3,698 cents on the Zimbabwe Stock Exchange.
11/01/2019
Brewin Dolphin Boosts Irish Presence As Completes Investec Wealth Buy
Brewin said the total consideration, of EUR50.2 million, consisted of EUR13 million in net assets and client relationships of EUR37.2 million.
10/30/2019
These graphs show how wealth in South Africa has flatlined
“This is largely due to currency depreciation, as the rand has lost half its value since 2010,” the group said.
10/15/2019
Barclays Bank Seychelles to Begin Blue-to-Red Transformation Into Absa
Barclays Bank Seychelles said it is taking a sequenced approach to its change plans
10/15/2019
Standard Bank banks top accolades at Private Banker International Global Wealth Awards
Standard Bank’s global head of wealth and investment Chris Browne said these awards were a testament to the lender’s ongoing commitment to wealth preservation and service excellence.
10/15/2019
Ocorian expands African footprint with new East African office
Operating from the Nairobi office, we have also appointed Andrew Musoke as Business Development Director.
10/14/2019
A Royal encounter: Sanlam's brush with the Sussexes, and why the Queen is the ultimate family business CEO
This is such an exciting time for our industry
10/07/2019
HSBC forecasts economic slowdown in Q4, rules out recession
The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals
09/26/2019
High net worth investors look offshore
Alternatives are generally described as assets or investment strategies other than traditional equities, bonds or cash instruments