South Africa’s wealth management industry is undergoing a quiet revolution. As clients grow tired of opaque fees and product-pushing banks, boutique firms are stepping in with something better: real independence, transparent advice, and portfolios designed for outcomes—not incentives. This guide explores how to find the best wealth management company in South Africa—and why the right partner can make all the difference.

Whether through successful businesses, savvy investments, or sheer hard work, wealth creation is a journey many undertake. However, an often neglected aspect of this journey is intergenerational wealth planning. This involves establishing strategies and structures that will help pass wealth from one generation to the next in the most effective way possible.

Passing on wealth isn’t just about writing a will—it’s about transferring values, intentions, and long-term security. Yet even the most financially successful families can make avoidable mistakes when it comes to estate and legacy planning. From unclear communication to over-reliance on a single heir, here are 10 of the most common (and costly) mistakes families make when trying to pass wealth down the generations:

Achieving financial success is not just about earning more or investing wisely – it’s also about understanding and managing the psychological biases that shape our financial decisions

In this article, we’ll explore five essential wealth and investment strategies designed to help you achieve your financial goals, no matter where you are on your investment journey.

In the often-confusing world of finance, where numbers often overshadow narratives, the concept of  lifestyle wealth planners emerges as a new way of providing personalized financial guidance and integrated wealth management services

We generally think of family wealth planning as particularly important when it comes to managing generational wealth. In this piece we delve into key aspects when it comes to family wealth planning and the strategies that should be considered.

The role of a Private Wealth Manager goes beyond investing and portfolio management. It’s about building relationships based on trust and responding to the emotional needs of clients, supporting them to achieve what matters in their lives. Here we explore what that entails.

In a world brimming with financial complexities, the need for specialized guidance has never been more vital. Welcome to this informative guide, where we’ll demystify everything from private wealth management and personal wealth management to international wealth management strategies …

Wealth. It’s a term often associated with money, possessions, and financial success. But is that all there is to wealth? In this framework, we’ll explore the multifaceted nature of wealth, uncovering its deeper meanings that encompass not just monetary gains but also health, relationships, and enriching experiences.