We help you diversify your wealth across borders

It is never wise to ‘put all your eggs in one basket’, which is why we are here to help you look at your overall financial situation and help you reduce the risk of being too exposed to one income stream, one geographic location, or one investment from an underlying portfolio point of view. Our approach to diversification helps you reduce risk and gain access to opportunities locally, and internationally.
 

We are here to help you plan and establish a roadmap to achieve your personal financial goals

This roadmap starts from helping you assess your current financial situation and aligning it to your future financial goals. Our private wealth experts will give practical guidelines on how and where you can save more, spend less and invest strategically, while maintaining the kind of lifestyle you like.

We provide personalised banking and investment management services that include access to exclusive investment opportunities, tailored credit solutions, and other customised financial products.

A fundamental part of this is reviewing your portfolio’s exposure to different countries, investments and income streams. Is it highly concentrated? Can you afford to have all your eggs in one basket? 
 

Many of our solutions will help you diversify your wealth across different asset classes

We provide access to a range of top-performing investment opportunities, whether you want to access a specific market or asset class.

Diversifying your wealth across borders reduces risk and exposes you to more opportunities

This includes different locations, companies, industries and currencies. We connect you to reputable international investment opportunities, where you can invest in rands, dollars or euros. This ultimately increases your opportunities to earn better returns and mitigates investment risks.

Diversification also applies to you in your work and to your life

We will help you structure your wealth to achieve all your varying goals, be they in your personal or business life.

Personally, we provide estate planning, strategies to help you structure your philanthropic giving, and up-to-date information about tax liabilities. When your overall wealth is well structured, the peace of mind you will enjoy about your loved ones will be priceless.

From a business point of view, we offer a range of business solutions, from tax-efficient investing for excess cashflow to key man insurance and of course short-term insurance to cover all business liabilities and risks. 

Being tax-efficient is important when protecting, preserving and diversifying your wealth

We give practical solutions that will keep you invested and within your financial goals. Knowing how to save tax is instrumental in achieving this.

Want to know more?

• Contact your wealth manager or call us on 0800 111 263.
• You can also submit a call-back request to let us know the best time to call you.