Wealth Management and Private Equity

An interesting article on the burgeoning wealth management industry and this explains why private equity is all over this sector in North America and Europe.

The pace of this activity will be picking up in SA as many wealth management businesses were founded by baby-boomers who may need to cash out and/or provide succession plans to attract younger persons into their business.

Looking forward to sharing more insights about this subject at our Financial Planning Summit in October, which is all about the BUSINESS of financial planning and wealth management.

Go to https://www.financialplanning-summit.co.za/ for further details. 

#thecollaborativeexchange #wealthmanagement #financialplanning #wealthcreation #wealthbuilding


The business has arguably the largest database of financial advisor information in South Africa.