Preserving wealth while keeping up with global trends
Andrew Ratcliffe is a director at Private Client Holdings (PCH), a multi-family office based in Cape Town that has been managing high-net-worth individuals’ (HNWI)...
Strategic transaction between Capital Legacy and Sanlam Limited announced
On the 3rd of February South Africa’s fast-growing wills and estates administrator Capital Legacy and the diversified financial services group Sanlam Limited (Sanlam) announced that they are joining forces by creating an even more compelling wills, estates and trusts business together.
Do you have the Will to secure your client’s financial future?
We are seeing growth in products that offer a “bit of both” ie life and funeral insurance together in one product (Pure Life Plus), with this combination in the more affluent market witnessing a higher sum assured says, Kobus Wentzel, Head of Distribution, 1Life Insurance
Navigate your client’s complex wealth solutions with a trusted partner
Complex wealth management often results in complex fiduciary requirements despite executorship and deceased estate administration being highly regulated in South Africa says, Andrew Ratcliffe CFP®, Director, Private Client Holdings
Planning for the future and preserving wealth in volatile times
Financial journalist Amanda Visser says investing in the right assets and understanding the tax consequences is part of the overall consideration when planning to preserve wealth.
