The ABSIP Retail Symposium

The ABSIP Retail Symposium – a joint venture with The Collaborative Exchange, SA’s leading research, consulting and event management business, was held at The Maslow Hotel in Sandton on the 7th November.

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This event is a pioneering event dedicated to catalysing positive change within the African wealth management sector. As the financial landscape continues to evolve, it is essential to foster inclusivity, collaboration, and sustainability within the industry.

The Symposium served as a catalyst for dialogue, innovation, and transformation, positioning Africa at the forefront of global wealth management practices. About 250 delegates, learnt about a broad range of subject matter that included:

  • How business owners, entrepreneurs and high net-worth individuals are accumulating wealth and how they are dealing with their finances.
  • How the Financial Sector Council Authority (FSCA) and The Financial Sector Transformation  Council (FSTC) are dealing with the transformation of South Africa’s wealth management industry and potential new regulations.
  • How financial services companies are dealing with transformation with their wealth managers/financial advisers and the initiatives that they have embarked upon.
  • Insights into successions, buy-outs and transformation of wealth management businesses and l how established firms are managing these aspects of their business.
  • The dynamics at play in South Africa’s wealth management industry and trends that are evident.

Cliff Mathikhi, from Wealth Associates, said:

An absolutely inspiring Symposium, with a diverse range of panellists sharing the insights into the Future of African Wealth Management and the development of your African wealth planners.

Mike Clare, who helps young professionals from the ASISA Academy get placements at Wealth management firms said:

It was great reconnecting with the class of 2024. Witnessing the personal growth, the networking, the confidence, the smiles and the energy.


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