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Are you trying to develop your private wealth by diversifying globally, or just wanting to avoid wasting in your subsequent worldwide journey?
Maybe you want to construct a nest egg in US {dollars}, kilos or euros to cowl tuition ought to your kids want to proceed their training overseas at Yale, Oxford or Cambridge?
There are numerous methods to entry world markets, however navigating the intricacies of shifting and investing cash offshore requires knowledgeable know the way.
Be part of Moneyweb with First Nationwide Financial institution’s Chantal Robertson, Wayne McCurrie and Rikki Barnes in a free webinar on Wednesday, 29 September at 10:00 to realize additional perception into taking a contemporary strategy to offshore investing, and unpacking a few of the traits and issues for a worldwide citizen.
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In regards to the panelists:
Chantal Robertson, Head of Cross-Border Recommendation at First Nationwide Financial institution
Chantal has been concerned within the monetary companies business for simply over 30 years and began her profession with FNB within the overseas alternate dealing atmosphere, and subsequently moved into the Alternate Management Consulting subject with PwC. Throughout this time, she labored with many multi-nationals offering steerage on a variety of regulatory issues.
As well as, she was concerned within the 2003 Amnesty, throughout which period she centered on people and the unwinding of loop buildings. This information stood her in good stead with the next 2 amnesties (the Voluntary Disclosure Programmes in 2010 and 2016) after re-joining FNB in 2006. Chantal is a options pushed cross-border knowledgeable who assists purchasers, each on a person and enterprise stage, with complicated wants by way of overseas alternate and alternate management necessities. Chantal works with purchasers, primarily within the Extremely-Excessive Internet Value house helping with their cross-border wants starting from transactional recommendation to help on complicated alternate management points. That is notably related with the latest and proposed regulatory adjustments in South Africa throughout 2021.
Wayne McCurrie, Fairness Researcher at First Nationwide Financial institution
Wayne began his working profession beneath Articles of Clerkship after which as a administration accountant in KZN in 1979. He moved as much as Johannesburg in 1989 to work for Lifegro Assurance, an organization purchased out by Momentum Group. He transferred to investments in 1991.
Wayne has labored with the broader FirstRand Group’s funding homes, performing varied capabilities together with Chief Funding Strategist, Chief Funding Officer and many others. Wayne transferred to FNB Wealth and Investments in2018 and is at present a portfolio supervisor.
Wayne additionally recurrently seems on radio and TV as a market commentator
Rikki Barnes, Head of Retail International Alternate at First Nationwide Financial institution
Rikki has labored within the monetary companies business for 18 years, spanning banking, short-term insurance coverage and life insurance coverage. Previous to becoming a member of FirstRand, Rikki spent a number of years within the insurance coverage business in technical actuarial, software program growth and technique consulting roles. He joined the FirstRand Group in 2010, beginning in FNB Business earlier than shifting to the International Alternate Product Home as Head of Pricing and Analytics. Rikki holds a Enterprise Science diploma in Actuarial Science & Finance, and certified as a Fellow of the Institute of Actuaries in 2005.
Rikki is a passionate chief who strives to offer exemplary customer support to purchasers throughout the Retail phase. He attracts on experience in overseas alternate gross sales and analysis to technique growth, monetary modelling, analytics and product design to make sure that retail purchasers’ distinctive cross-border wants and necessities are met.
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