The conversation during National Wills Week almost always focuses on whether or not you have a valid will. For women in particular, this discussion often misses a key question: if you died tomorrow, would your family know what to do, and would your hard-earned wealth actually reach the people you built it for? Many women […]
The conversation during National Wills Week almost always focuses on whether or not you have a valid will. For women in particular, this discussion often misses a key question: if you died tomorrow, would your family know what to do, and would your hard-earned wealth actually reach the people you built it for? Many women […]
What does it mean to be the best possible custodians of our clients’ capital? To our minds, it means equipping our clients to build wealth in the long run. This is quite a broad mandate, and one that is more challenging than it appears at first glance. Markets are always changing, and not just in […]
Financial advisers and planners are increasingly turning to blended annuities to solve the complex challenges their clients face in retirement. These annuities assist in smoothing incomes through lengthier retirements, now often exceeding 35 years in duration. Defining annuitisation success “In order to have a meaningful conversation about annuities … we need to have a common […]
Mark MacSymon, Wealth Manager at Private Client Holdings (PCH), explores why diversifying financial advice is not the same as diversifying your investment portfolio When two architects design the same house independently, you don’t get a stronger house. You get misaligned foundations. Every now and then a client tells me, that they use two financial advisers. […]
Tyler du Plessis, legal adviser at Allan Gray A will is one of the most important documents that you will execute. It furnishes control, clarity and peace of mind over how your assets will be dealt with when you are no longer around. And yet, according to the Financial Sector Conduct Authority, more than 70% […]
