A leading provider of expat financial services and wealth management services across Asia.
The financial impact of the Coronavirus pandemic is clearly going to be huge on both a macro and a micro level. It’s certainly an issue which is causing a huge amount of anxiety to investors at the current time. Our advisers have been receiving an unprecedented number of questions and concerns from clients due to…
We had an exclusive webinar with our strategic investment partner, Tilney to discuss the current economic landscape and how the experts address challenging market conditions. The webinar was led Lewis Cohen, Director of Investment Management and Harriette Collings, Director of Business Development. We are pleased to enclose some content we think may be of interest.
What is Tax in South Africa, and How Does it Work? On Mar. 1, 2020, the South African Revenue Service (SARS) introduced some changes to the Income Tax Act, which will affect all South African expats that earned over 1 million rands annually. Officials made changes to section 10(1)(o)(ii) of the Income Tax Act, now…
If you search online you’ll find many investing websites which talk about ‘set and forget’ portfolios. It’s not an uncommon scenario for rookie investors to take advice, often from so-called experts with dubious qualifications, invest their savings in a portfolio and then not spare it another thought for months or even years. While I’m not…
No matter how well you have prepared and how organised you are, when you travel mishaps can happen. Through no fault of your own your luggage could be lost or you or a family member could be involved in an accident, be the victim of a robbery or get ill. Fortunately, if you have comprehensive…
It’s no understatement to say that the coronavirus has sent markets into free fall. It has come as something of a shock to the system for many investors after an extended bull market has seen stock prices rising steadily for years. In the case of the Dow Jones industrial average, for example, an 11 year…
‘Cash today, poverty tomorrow’ : do you risk running out of money in retirement? Saving for retirement has always been a question of balancing instant gratification today with safeguarding the financial future of tomorrow. Of course we could all easily spend everything we earn without a thought for how we will support ourselves when we are…
The coronavirus rages indomitably onwards, creating havoc worldwide and showing no sign of abating anytime soon. The market news was bad enough last week but this week has begun with the FTSE 100 down a worrying 8.5% when it opened on Monday 9th March – its biggest fall since the financial crisis in 2008. Later…
Travelling is a perilous business and a lot can go wrong. From the moment you book your travel there are risks which are beyond your control. You could fall ill and find yourself unable to travel for medical reasons, your luggage could get lost or stolen or you could have an accident abroad requiring extensive…
Imagine that you are a 62 year old woman approaching retirement with no saving. You have some debts but the repayments are manageable and you are proud to have stayed solvent your entire life. Suddenly your partner dies, or decides he wants a divorce, and you find yourself unable to meet all your financial commitments.…