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PSG Wealth expands Gauteng footprint further as SP Wealth Management joins the fold

22 May 2018 PSG Wealth

PSG Wealth, the financial planning and wealth management division of JSE-listed PSG Konsult, has acquired a stake in leading Johannesburg wealth management firm SP Wealth, which has rebranded as “PSG Wealth Rosebank”.

This move brings a highly experienced team of wealth managers into the PSG fold, headed up by Suzette von Broembsen. Suzette has extensive experience in the financial industry. Her career experience includes a Wealth Manager position at Standard Private Bank Johannesburg; she was part of the Wealth Management Team at Standard Private Bank in Cape Town and she filled a consultant position for Investec Private Bank Pretoria.

Suzette started SP Wealth Management in 2006, after identifying a need for truly independent investment advice for high net worth individuals and their families. Her team is committed to providing the same and hopefully more superior level of personalised advice and service to their clients as most Private Banks in South Africa. Suzette has built an esteemed reputation – and extensive client base – over the last 12 years. She believes the partnership with PSG, SA’s largest network of independent financial advisers, will expand her team’s reach and offering to clients across Gauteng.

Existing clients will continue to experience the same level of independent advice the firm – and PSG – have always been known for.

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Financial behaviour experts suggest that today’s risk modelling methodologies ignore your client’s emotional ability / behavioural capacity. What are your thoughts on spicing up risk profiling tools to make allowance for your client’s financial behaviours

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[a] Bring it on; my client’s make too many irrational financial decisions
[b] Existing risk profiling tools are adequate
[c] Risk profiling tools should be based on the model / rational client
[d] The perfect risk profiling tool is science fiction
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