South Africa Wealth
Wealth planning for South African clients
We provide full strategic wealth planning, set out in an initial investment thesis that is wholly unique to you. The thesis provides the guiding principles for the management of your wealth such as income requirements, tax position, retirement planning and a recommendation as to the most appropriate course of action.
The aim is to build a robust and adaptable financial plan that meets your needs and aspirations. The plan may retain sufficient financial flexibility to account for retirement, change of lifestyle, and realise your other financial goals.
INCOME PLANNING FOR RETIREMENT
Retirement is not simply about ensuring that money is set aside for old age. It is about looking realistically about if and when to stop working, what needs to be in place for that to happen, how financial requirements may change as you grow older. We have considerable pension expertise within our team with lengthy experience of putting together a well-judged and appropriate retirement plans. Again, we recognise that no two people will have exactly the same ideas about retirement and therefore we are equipped to accommodate a range of options.
INHERITANCE TAX PLANNING
Succession planning is a key concern and challenge for many wealthy individuals, keen to see wealth built up over a lifetime handed to your children, or a charity of choice rather than HMRC. We spend a lot of time mitigating inheritance tax liabilities for our clients through wills and trust planning, gifting and other, more esoteric tax structures.
We specialise in managing the wealth of PROFESSIONALS in private practice.
News & Insight
On its own, passive investing is an incomplete investment solution
The increasing popularity of passive investing is putting pressure on active managers to demonstrate their value. In our latest white paper, we analyse in depth the merits of both active and passive investing, identifying the fault lines in both investment models.
The 7 Rules of Successful Long Term Investing
Our Chief Investment Officer, Pau Morilla-Giner, sets out his golden rules for maintaining a level-headed approach to making independent, considered decisions on behalf of clients, while focusing on long-term resilience rather than short-term gains.
Behavioural Finance - The Psychology of Investing
Pau Morilla-Giner, Chief Investment Officer at Metropolitan Asset Managers, explains how he builds behavioural factors into asset allocation and investment selection for client portfolios, and why it is necessary for consistent, risk-managed returns.