Dear <Client Title Surname>

Welcome to the latest edition of Wealth Matters. Personalised wealth management solutions that cater directly to our clients' traditional asset requirements are the heart of the Wealth and Investment philosophy. At the same time, we also understand and acknowledge the importance of other investments that could reflect our clients' personal risk appetite and interests.

With this in mind, we asked Simon Herriot, Fine Wine Account Manager at Berry Bros. & Rudd, to share his thoughts on the advantages of investing in fine wines – and why he believes that we are currently entering a ‘golden age’ of wine collecting.

We also bring you an update on the recently implemented Taxation Laws Amendment Act No. 23 of 2018, and highlight some of the more significant amendments.

In addition, you can read about recent enhancements in digital banking and browse through our latest range of exceptional Travel Offers.

We hope you enjoy this issue.

Kind regards
<RM Name and Surname>

 
   

 

 

 
         
     
           
 
  BANKING
ENJOY ENHANCED DIGITAL SECURITY

As a Wealth and Investment client, you can now look forward to an easier, more convenient online banking sign-in experience.
 
 
  TRAVEL
ENJOY A TASTE OF THE EXOTIC
From Japan to Mauritius… from Amsterdam to Bali, our latest selection of bespoke international and local travel packages and experiences give you the chance to satisfy your taste for the exotic.
 
 
 

INVESTMENTS
THE GOLDEN AGE OF WINE
According to Simon Herriot, Fine Wine Account Manager at Berry Bros. & Rudd, there’s no better time to be a wine collector or drinker.

 
     
   
 
 
 
 
     
 

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