PSG is an established and trusted brand in South Africa, with a significant African footprint. PSG Wealth offers a comprehensive wealth management service for individuals, families or businesses. PSG Asset management offers local unit trusts, global funds and segregated portfolios for individual and institutional investors
PSG Insure offers personal and commercial short-term insurance solutions.
PSG-AQB is a strategic partner of Acsis. Acsis has been wholly owned by Old Mutual since 2009, and in 2011, Acsis founder, Andrew Bradley was appointed as CEO of a new division within Old Mutual called Old Mutual Wealth. Acsis key staff was seconded to Old Mutual Wealth to help build this advice-led, fee-based business, aligning with the Acsis advice philosophy. More recently, the entire Acsis offering has transitioned into Old Mutual Wealth and remains an independent capability within the new business.
Acsis’s aim has always been to create a personalised living financial plan for clients, based on sound financial principles moulded around clarifying lifestyle goals.
Their approach to financial planning focuses on a client’s unique situation, needs and aspirations. Many investors believe that a bit of planning and patience is enough to secure their chosen lifestyle. Yet more and more investors find that by the time they reach retirement, all their planning and patience have been in vain. They are unable to afford the life they planned. Acsis believes that the reason for this reality is that individuals develop their financial plans in a vacuum. Successful planning needs to be based on a sound intellectual framework that forms part of a systematic process.
Flagship was established in 2001 as a specialist, independent and owner-managed investment management company. They aim to provide sustainable and superior long-term returns to individuals, smaller institutions and pension funds. Flagship Asset Management evolved from the Fleming Martin private client business which was acquired by management in 2001 after Flemings merged with JP Morgan. Flagship is now a privately owned asset management company dedicated to private clients and smaller institutions and has as its chairman and head of investments, Winston Floquet, formerly chairman of the Fleming Martin Group.
Flagship has been one of AQB’s preferred asset managers particularly with regard to offshore investments.
AQB has recently entered into an association with Flagship to provide comprehensive financial planning services to its clients.
The Financial Planning Institute of South Africa (FPI) is the leading independent professional body for financial planners in South Africa
As a non-profit professional body, their aim is to improve the level of professionalism and positively influence the quality of advice delivered by its members. Through their global partnership with FPSB, along with over 20 other countries, they are the only institution in Southern Africa able to offer the CFP® certification. The CFP® mark asserts that the financial planning professional has met stringent qualification and competency requirements and adheres to an uncompromising code of ethics and professional standards. This assists clients in obtaining comprehensive and robust personal financial planning services, giving them greater certainty around their financial futures.
The South African Institute of Tax Professionals (SAIT) is the largest of the professional tax bodies in South Africa, and seeks to enhance the tax profession by developing standards in education, compliance, monitoring and performance. SAIT contributes to the development of world class professional practises and people.
The Institute plays a leading role in developing sound tax policy and shaping fiscal legislation through participation in, and dialogue with, Parliament. SAIT actively contributes to industry leading thought leadership content and guidance to taxpayers.
Through SAIT’s international network, and influence as chair of the global Tax Directors Forum, South Africa participates and contributes to the work of the OECD, and the Institute regularly hosts international tax conferences and summits in support of the national developmental agenda.
The South African Institute of Tax Practitioners is a Not for profit (NPC) company and tax exempt entity with registration number 2007/014730/08.