Tag Archivesoffshore

Mickey Gambale

Platform for independent wealth manager financial advisers launched

INN8, the first investment platform business of its kind in South Africa, has officially launched. Built with independent wealth manager financial advisers in mind, INN8 is inspired by global investment trends and focused on delivering international benchmark platform services that incorporate a client-centric approach that advisers can intrinsically relate to. Market research found that financial […]

Read full story

SA nationality maintains ‘medium quality’ on ranking of global nationalities

The Henley & Partners-Kochenov Quality of Nationality Index (QNI) launched in London recently. It put South Africa’s quality of nationality at 32.8% out of a possible 100%. Ranked 92nd, the country has maintained its nationality rating of medium quality. (more…)

Read full story
Money growth

Making sense of shifts and swings

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers Financial market activity is often dominated by particular themes or narratives. Sometimes these storylines are created after the fact to explain random market movements, but they are often based in reality. Towards the end of 2017, the dominant theme was ‘synchronised […]

Read full story

Ashburton Investments partners with Fidelity International to enhance offshore multi asset range

Ashburton Investments, the asset management arm of the FirstRand Group, has entered into a strategic partnership with Fidelity International, a global asset manager with US$324bn assets under management.  (more…)

Read full story
Kyle Wales - Portfolio Manager at Old Mutual Investment Group’s Titan boutique

Does investing globally still make sense?

The 2018 national budget stipulates that the foreign allocation limits for institutional investors are to be increased by 5% across all categories – life insurers, collective investment schemes, investment managers and retirement funds. A question that is becoming increasingly prevalent among South African investors, however, is whether there is still any benefit to taking money […]

Read full story

Invest offshore to finance your children’s international qualification

Since the beginning of the #FeesMustFall campaign in 2015, issues surrounding university fees and affordability have been under intense scrutiny by decision makers, prospective students and parents – who are more often than not, faced with the financial responsibility. Among other factors, the uncertainty created by this movement has contributed to a growing trend among […]

Read full story

What taxes do I pay when I invest offshore?

By Carla Rossouw, tax manager, Allan Gray. Investing offshore allows you to diversify and benefit from a broader universe of investment ideas, but what about the tax you may have to pay? As with any other investment, it is important to get the full picture before you make any decisions. When you invest offshore, the […]

Read full story

Who’s spying on your investments?

The Panama Papers and, more recently, the Paradise Papers have been cause for a few worried brows amongst the offshore investment world. Wealthy individuals who have used offshore jurisdictions such as Jersey, Guernsey and Mauritius as means to evade tax are finding themselves swimming naked as these hiding places are exposed and leaked information is […]

Read full story
Discovery Invest Balanced Fund. Top quartile performance over 1, 3, 5, 7 & 10 years. Speak to your business consultant. Click here to learn more.