South African’s continue to diversify their wealth beyond borders into developed markets. However, this creates a myriad of other complexities including an assessment of offshore jurisdictions, cross border tax and estate duty planning and other such complex matters.
South African based wealth managers are often inadequately resourced to advise on these matters as private banks have a more diversified team of legal and tax advisers on hand to offer professional advice.
The International Investing Symposium brings together domestic and international subject matter experts under one roof to demystify international wealth management.
From Exchange Control to Capital Flow Management: What Every Advisor Needs to Know:
South Africa's cross-border regulatory framework is undergoing its biggest transformation in decades. This session will unpack the latest developments in exchange controls, proposed Capital Flow Management Regulations, discretionary allowances, special applications and the practical implications for financial advisers and their clients.
Choosing the Right Structure for Every International Client:
There is no single solution when investing offshore.
This session compares the full spectrum of offshore investment structures - including direct offshore investing, foreign trusts, investment wrappers, offshore life products, discretionary portfolios and international platforms.
International Retirement Planning Across Borders:
Retirement is increasingly international. Clients emigrate, acquire residency elsewhere, own assets across multiple jurisdictions and often receive income in different currencies. This session explores retirement income planning, pensions, tax residency, estate planning, currency management and the practical challenges of creating sustainable retirement solutions for globally mobile clients.
Building the Complete Cross-Border Advice Solution:
Clients don't think in silos and advisors shouldn't either. This practical session demonstrates how exchange control, offshore structures, investment platforms, tax planning and product selection should work together within a single, integrated advice framework.
Digital Assets: The New Global Asset Class:
Digital assets have become an increasingly important consideration within international portfolios. This session examines the role of Bitcoin, Ethereum, tokenised assets and stablecoins alongside traditional investments. Explore custody, regulation, taxation, exchange control developments, portfolio construction and the opportunities and risks of incorporating digital assets into globally diversified client portfolios.
The International Investing Symposium is more than just a conference; it is a platform for thought-provoking discourse, unparalleled networking opportunities, and invaluable insights into the ever-evolving world of offshore investing. It is not about choosing a fund manager. It is about ensuring that the appropriate financial planning structures exist to minimize international tax and death duties. This skill is critical in advising high net-worth individuals when investing internationally.
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Johannesburg - 1 Discovery Place, Sandhurst, Sandton: 28 September 2026 | Cape Town - Mount Nelson Hotel: 1 October 2026 | Virtual - 6 October 2026