10/26/2018
Lombard Odier brings blue-blooded private banking to SA
The 220-year-old, Swiss bank was recently awarded a category one licence from the Financial Sector Conduct Authority
Wealth and Asset Management
10/19/2018
SGG Group Voted Best Fund Administrator in Africa for Private Equity for 2018
The judging panel consists of experienced professionals who have a good knowledge of the fund industry in Africa.
10/19/2018
Maitland launches multi-family office in South Africa
Cross-border specialist wealth service likely to appeal to those needing international estate planning.
10/19/2018
Julius Baer eyes acquisitions in Middle East and Africa as part of growth plans
The Swiss private bank says there’s clear evidence of wealth creation and growth in the region
10/18/2018
Global wealth up 4.6% to US$317 trillion
Credit Suisse Research Institute publishes ninth edition of the Global Wealth Report
10/12/2018
Tax, Fiduciary and Philanthropic Requirements in 60 Countries - RESEARCH
A similar report was first produced by the two organizations in 2015.
10/02/2018
ABAX rebrands to Ocorian
African trade and business expansion experts, Abax Corporate Services (ABAX), renamed Ocorian following buyout
09/28/2018
The woman behind Nedbank's private banking
Zoganas holds 29 years' experience in the banking sector, and her vast expertise makes her a knowledgeable mentor to future leaders in the industry.
09/27/2018
Old Mutual shareholders to get $3.5 bln from Nedbank spin-off
Old Mutual holds 52 percent of Nedbank and after the spin-off on Oct. 15 will hold around 19.9 percent, it said in a statement.
09/26/2018
World Finance announces winners of Wealth Management Awards 2018
The organisations recognised by the World Finance Wealth Management Awards 2018 have not only been able to do so, they’ve also helped the industry overcome a number of emerging challenges.
09/19/2018
Absa’s pan-African strategy for high net worth customers
Absa had decided to have a good offshore wealth offering.
09/19/2018
Sasfin clocks R10bn in offshore assets in 7 years
Diversification strategy pays off amid lacklustre SA returns.
09/14/2018
Absa set to woo Africa’s super-rich
Bank to roll out in-country wealth and investment solutions.
09/10/2018
Absa Wealth appoints Societe Generale for Wealth International client value proposition
This deal also demonstrates the ongoing investment and our long-term commitment to the Securities Services business in the UK” comments Bertrand Blanchard, Country Head for SGSS UK.
09/07/2018
Wealthy Kenyans invest more in foreign funds
International mutual funds or overseas funds are portfolio of equities, bonds, and money market securities traded in foreign market.
09/07/2018
Standard Bank Wealth International delivers strong half-year results
Client deposits increased by 4.7 per cent to £5.2bn and assets under management rose by 19.4 per cent to £2.9bn.
09/06/2018
New Report Reveals World’s Ultra Wealthy Population Growing at Nearly Four Times the Rate of Previous Year
This is a sharp acceleration from 2016, which saw only 3.5% growth of this population, reflecting more favorable conditions for wealth creation, despite volatile geopolitics.
08/31/2018
The Absa enigma
The PIC, Coronation, Allan Gray and Prudential want an independent probe into alleged wrongdoing at Resilient — but why is Absa Asset Management rowing its own boat?
08/31/2018
Old Mutual delivers strong debut results after split
Old Mutual shareholders will receive a total R1.45 interim dividend, consisting of a "first dividend" of 45c plus a R1 special dividend. The life insurer is pitching itself as a new company following its separation from Quilter and the change o
08/21/2018
SA super-rich looking for a 2nd citizenship in Europe
This is according to Amanda Smit of Henley & Partners, a global citizenship and residence advisory firm. She responded to some questions from Fin24 on the matter.