Investec number one in leading Private banking and Wealth Management

Investec has emerged as the South African leader in the areas of private banking and wealth management in the 10th annual Euromoney Private Banking and Wealth Management survey. The specialist bank has been consistently recognised over recent years as a top achiever through the survey and, for the first time this year, has secured the […]

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Independent advice is still at the heart of our industry

By Sean Hanlon The best aggregation technology isn’t always all byte and processor. When it comes to creating insurance solutions that meet the consumer’s need, we believe there’s still no replacement for flesh, brain and heart. Here’s why. An aggregator is a person or a thing that aggregates related and frequently updated content from various […]

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Segregated portfolios making a comeback – should SA follow this trend?

Global trends in the wealth management industry show that investors are increasingly moving away from unit trusts and into segregated share portfolios. This is according to a recent newsletter from the Institute of Practise Management which states that this is particularly evident in Australia, where a demand for transparency from clients has resulted in a […]

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CRISA not getting full support

The Code for Responsible Investing in South Africa (CRISA) was launched in July 2011. However, despite this, some asset managers are still to embed such principles in their businesses. This is according to Felix Ubogu, Head of Asset Consulting at Liberty Corporate, who says that unless the ultimate owners take a more active stance on […]

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Ratings go sour but foreigners still sweet on SA

DOWNGRADES of South Africa’s sovereign rating and Rand weakness may suggest foreigners have soured on the Rainbow Nation, but statistics tell a different story, according to Absa Asset Management Private Clients. In an update on international investment flows to high net worth clients, the private client investment arm of the Absa Financial Services group paints […]

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10 steps to a carefree retirement

By Leigh Köhler, Head of Research at Glacier by Sanlam As the end of the tax year draws near, many investors are taking advantage of the tax benefits of making additional contributions to their retirement annuities (RA). But so much more goes into the planning of a successful retirement than simply making an additional saving […]

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Networks help manage costs

Rising healthcare costs, the ongoing credit crunch and the increasing emphasis within the South African healthcare industry on curative health interventions which far outweigh the focus on prevention, are creating a serious challenge for many medical schemes. Peter Jordan, Principal Officer of Fedhealth, says one of the biggest challenges facing medical schemes is that of […]

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Safety concerns at concert highlights need for risk strategy

Complaints regarding a lack of organisation and crowd control measures from ticketholders at the recent Red Hot Chili Peppers show in Johannesburg this weekend, have highlighted the urgency of having a proper risk management strategy in place when organising large scale events. The Red Hot Chili Peppers played to a packed-to-capacity FNB Stadium over the […]

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The rewriting of SA’s Income Tax Act

By Kyle Mandy (Head of National Tax Technical, PwC) The Income Tax Act was brought into law for the first time almost 51 years ago, in 1962. The original Act was a mere 90 pages long and contained 112 sections and two ancillary schedules. Since then, the Act has been amended by no fewer than […]

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Secure your child’s assets while at varsity

As the academic year get gets into full swing, many parents are now facing the tremendous costs that come with sending their child to varsity. Besides the tuition fees, there’s the realization that all the electronic gadgets, text books, clothes, cameras and laptops constitute a hefty financial investment that demands a holistic insurance plan to […]

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