Tarina Vlok, MD: Elite Risk, a subsidiary of Old Mutual Insure, on Short-term Insurance for the High-Net-Worth Sector From 2012 to 2022 the wealth segment in South Africa contracted by 21%. …
Insurance for high net worth individuals
By Gail Bosch, ArtInsure Product Head When it comes to insurance, high-net-worth individuals have unique needs, as well as unique assets that they want to be protected, which means that …
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Looking at the high-net-worth sector in South Africa
By: Florbela Yates, head of Equilibrium When I first entered the investment industry, I often wondered why investing for high-net-worth clients is any different to investing for any other …
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High-net-worth individuals value advice that looks beyond local shores
By: Zandile Makhoba, Liberty Lead Specialist: Insights Development and Brandon Naidoo, Liberty Lead Specialist: Investment Proposition South Africa has a growing number of dollar millionaires, …
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All things endowment
By: Farzana Botha, Segment Solutions Manager at Sanlam Savings Risk & Savings Endowments are frequently seen as inflexible. There is also some scrutiny around what returns look like based …
Shifting mindsets and redefining High Net Worth client
By Jean Minnaar, Managing Director of Private Client Securities by Old Mutual Wealth Those who still categorise high net worth (HNW) clients solely based on the value of their discretionary …
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