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Hildegard Lombard

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Hildegard Lombard is a governance, legal, risk and compliance management consultant. She has worked in financial services, and have been involved in financial planner training, for more than 15 years. She holds an LLM degree, a Postgraduate Diploma in Financial Planning, and the designations of CPrac(SA), ICCP and IRMCert. She has a special interest in fintech and is currently studying towards a Postgraduate Certificate in Fintech Regulation at the University of London.
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Coreen van der Merwe, director at Sovereign Trust (SA) Limited

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Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald
Preparing Next Gen heirs for the complexities of managing the family fortune

Preparing the Next Gen heirs for the complexities of managing the family fortune 

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