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Showing 1 - 10 of 75 results for "South African"

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
Sanlam Private Wealth, the Australian arm of the South African Sanlam Group, has admitted to breaching licensee obligations by "failing to adequately supervise" its authorised representatives and corporate authorised representatives (CARs), following ...

TAL creates consumer and growth unit

MATTHEW WAI  |  THURSDAY, 12 DEC 2024
... was completed one year later. Before that, she was general manager at International Life Solutions, an affiliated South African business focused on operational excellence, country integration and global strategy. Denby joined from GE Capital where she ...

South Africa readies 'two pot' pension system

MATTHEW WAI  |  WEDNESDAY, 28 AUG 2024
On September 1, South Africa's new pensions system will be introduced, allowing individuals to access some of their retirement savings in times of need. Earlier this year, the government of South Africa passed the Revenue Laws Amendment Bill of ...

Iress earnings up 52% to $67m

ANDREW MCKEAN  |  MONDAY, 19 AUG 2024
... 4% compared to 1H23. Revenue growth was seen in the APAC Wealth, Trading & Global Market Data, UK, Canadian and South African businesses, but there was a decline in revenue in Superannuation. Superannuation revenue declined 7% which was said to reflect ...

Investec Property Fund, Irongate Australia in new JV

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
The South African property giant has announced a 50/50 joint-venture with Irongate Australia, leading to a buyout of the latter's funds management operations from Charter Hall. The agreement includes the Irongate Australia Fund Management team ...

Frontier welcomes family office specialist

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
... to ultra-high-net-worths and family offices. Prior, she served as chief executive and chief investment officer of South African-based Retief Family Office - Huguenot Investments for close to 10 years. Giggins also has several years' experience as an ...

Metrics adds three investment directors

KANIKA SOOD  |  WEDNESDAY, 9 JUN 2021
... he was an associate director and relationship manager within the institutional property group. Metrics swooped on South African Investec's local corporate and acquisition finance (CAF) loan portfolio, as the latter looked to exit the Australian market ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
... consistent". The study, conducted in partnership with South Africa's professional body The Financial Planning Institute and South African firm Momentum Investments, suggests variations are also being driven by "noise"; that which cannot be reliably explained. ...

Sydney boutique to buy a slice of Investec assets

KANIKA SOOD  |  WEDNESDAY, 24 MAR 2021
A Sydney private debt manager will acquire a portion of South African Investec's local debt portfolio, as the latter exits Australia. Metrics Credit Partners has reached an agreement to buy Investec's local corporate and acquisition finance ...

Boutique manager hires from Talaria

ANNABELLE DICKSON  |  MONDAY, 8 MAR 2021
... for over a year and half. Prior to this, she spent 13 years at Deutsche Bank and was head of equity sales for its South African business. Jonker spent two years at Goldman Sachs in New York as a project manager for interest rate, foreign exchange and ...
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