Tag Archivesoffshore

Reyneke van Wyk, Head of Investment Management, South Africa at Stonehage Fleming.

Why you should invest 100% of your surplus assets offshore

Wealthy South African investors should look to invest 100% of their long-term surplus assets offshore. This is according to Reyneke van Wyk, Head of Investment Management, South Africa at Stonehage Fleming. (more…)

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Figures announced by SARS for SVDPs

The South African Revenue Service (SARS) announced on Tuesday 10 October 2017, that with the close of the Special Voluntary Disclosure Programme (SVDP) on 31 August 2017, over 2,000 SDVP applications were made and a tax liability of R1,181,734,842 had been calculated. (more…)

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Offshore investing: One Will or two?

South African fiduciary practitioners regularly find that their clients or estates have an international element, says Oliver Phipps of Lester Aldridge Solicitors in the United Kingdom.  He was speaking at the 7th Annual FISA Conference in Sandton today. (more…)

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Prescient Investment Management discusses global assets in investment portfolios

The importance of global assets in your investment portfolio

As South Africans, our daily diet of news is a concoction of South African political intrigue mixed with fast-changing world events at the hands of unpredictable personalities like Donald Trump, Vladimir Putin, Xi Jinping and Kim Jong-Un. (more…)

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Henley and Partners on second citizenships

Second passports ‘no longer just talk’

The recent credit downgrades by Fitch and Standard & Poor’s ratings agencies, and the potential effects of junk status, has wealthy South Africans seriously reviewing the available options for diversifying their personal interests and investment assets beyond the country’s borders. (more…)

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Round one of French election is market friendly

Independent centrist, Emmanuel Macron won the first round of Sunday’s French presidential voting with 23.9% of the vote, just ahead of the far-right’s candidate Marine Le Pen on 21.4%. The two will go head to head in the final round on 7 May. (more…)

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Financial planning considerations when investing offshore

By Andrew Brotchie, MD of Glacier International. Investors wanting offshore exposure have various routes they can take – including rand-denominated funds and asset swap investments – but having decided to use discretionary savings to obtain direct foreign exposure, there are a number of considerations from a financial planning point of view that need to be […]

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Luigi Marinus

Investment themes to watch

By Luigi Marinus, Senior Investment Analyst at PPS Investments. Most people would not have predicted that offshore assets would end up becoming the worst performers in 2016 after being the best performing assets in 2015. And it is unlikely that the world thought a Trump presidency or Brexit were possible, or that it would be […]

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