Quality Benefits of Offshore Diversification

For the South African investor there are many obvious benefits to investing offshore, with Rand hedge and reducing geopolitical risk, being the most often touted. However, a very important, but often overlooked benefit is the fact that the JSE simply cannot give investors quality exposure to some sectors of major world growth industries. Listed below […]

Offshore Estate Planning

In recent years, many South Africans have availed themselves of the opportunity to diversify a portion of their investment portfolio offshore. With political uncertainty and tough local economic headwinds, this offshore investment exposure has become rather significant for those South Africans with any sort of significant wealth. With offshore asset diversification comes a whole new […]

By the Numbers – The Renewed Case for Offshore Investing

Human psychology is a strange phenomenon and the world of investments is not immune. In fact the opposite is true, many financial advisory firms are now employing human behavioral finance specialists from the world of academia. The South African investor is no different to his colleague’s in other parts of the world. Let’s take the […]

Warren Buffet: 2016 Shareholder Letter

Every year Warren Buffet, the long serving Chairman of Berkshire Hathaway, pens a letter to all shareholders. This letter is a public document and can be found on the Berkshire Hathaway website. In the 2016 letter, which extends to 28 pages, the Sage of Omaha outlines the year’s performance of the Berkshire Hathaway stock, and […]

The Long Arm of SARS

Special mention was made of the Special Voluntary Disclosure Programme (SVDP) or amnesty v3 in the 2017 budget speech. Pravin Gordhan mentioned that to date SARS has received applications totaling R3,8bn in assets which will yield revenues of about R600m. He also waxed lyrical about the automatic exchange of information between tax authorities around the […]

Tony Barrett is a highly experienced and successful wealth management advisor who believes passionately that it’s not all about the numbers.