z-kolkiemz-kolkiem

Opportunities for South Africans to structure international investments

Tracy Muller from the South Africa team explained the opportunities for structuring international assets, while Katie Bonfrer provided example case studies.
Share on facebook
Share on linkedin
Share on twitter
Share on email
Published 21 September
62 mins

Our sister company recently hosted this webinar on what you as a South African need to consider to structure your international wealth optimally to ensure you truly reap the benefits of international diversification.

Tracy Muller, Head of Fiduciary at Nedbank Private Wealth, explained the estate and tax planning consequences of international assets, while Katie Bonfrer, Director of Growth and Business Strategy of Nedgroup Trust, based in Jersey, discussed various case studies setting out the types of structures we are establishing for our South African clients.

Should you require any further information, please do not hesitate to contact your usual Nedgroup Trust relationship manager who will be happy to discuss the topic with you.

 

Or if you wanted to find out more about how Nedgroup Trust, or Nedbank Private Wealth, can help you plan and structure your wealth for your family and for future generations, please get in touch using the links to the forms towards the end of this page.

about the presenters

Katie Bonfrer

Katie Bonfrer

Katie joined Nedgroup Trust in 2003 as a trust administrator and is now responsible for the business growth and strategy for the whole trust business at Nedbank Private Wealth. She has over 15 years of trust industry experience, looking after the affairs and succession planning of high-net-worth and ultra-high-net-worth private clients.

 

Primarily focusing on South Africa, the UK and the Middle East, she leads numerous client relationships in conjunction with her team of professionally qualified trust officers. She is experienced in managing the wealth of families to ensure they have the appropriate structures and team in place to deliver their legacy through the generations.

 

Katie is a member of the Society of Trust and Estate Practitioners and a Fellow of the International Compliance Association.

Tracy

Tracy Muller

Tracy joined Nedbank Private Wealth South Africa in 2001 as an international structuring manager and was promoted to the head of the fiduciary business in 2014.  She joined the team after six and a half years at Absa.

Tracy is responsible for the design and delivery of fiduciary advisory services, such as estate and tax planning, to high net worth and ultra high net worth South African clients. She is also responsible for co-ordinating a national team of fiduciary specialists.

Access more of our webinars

Money management

5 November webinar: Remember, remember... [Annual London property review]

27 Oct

   |   30 mins

Join our webinar to understand what's happening in the London property market with experts from three companies providing a recap of 2020 and future insights.

Investing

Where now for equity markets?

22 Oct

   |   30 mins

Rebecca Cretney, investment counsellor, joined Jamie Lang, one of our private banking officers, to discuss how geopolitical tensions around the world are playing a key role in markets, and the risks and opportunities these create for investors in this 30 minute webinar.

Money management

The power of borrowing in a wealth plan

15 Oct

   |   30 mins

Watch our 30 minute webinar to understand the changing UK lending landscape, what options are available to high net worth borrowers, and the considerations and potential pitfalls of borrowing to keep in mind.

Investing

Muddled markets continue to confuse

8 Oct

   |   30 mins

In this recorded webinar, David McFadzean was joined by Andrew Yeadon to discuss the key events in Q3 markets, portfolio changes and what could happen before the end of 2020.

Get in touch

If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.


We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

Become a Client

Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.

* Required fields

Contact Us

Give us a call today on +44 (0)1624 645000 or please complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.

Our office hours are weekdays from 8am to 8pm UK time, except for UK public holidays.

* Required field

Search suggestions