Apex Private Wealth Pty Ltd

18/03/2026

17/02/2026

📈 Monthly Market Overview – January 2026

The latest Market Overview from AE Investment Managers is here, unpacking the key global and local economic themes that shaped the start of 2026.

From shifting interest rate expectations and market sentiment to sector performance and notable economic indicators, this month’s overview provides valuable insights for investors navigating an evolving landscape.

Read the full January 2026 Market Overview:

https://aeinvestmentmanagers.co.za/monthly-market-overview-january-2026/

17/09/2025

Congratulations to Drew Rydell, recently recognised as one of Citywire’s Top 50 Advisers of 2025!

This honour reflects excellence across six key areas: financial planning, practice management, investment process, innovation, charity & community involvement, as well as transformation & mentorship.

https://citywire.com/za/special-reports/top-50-ifas-september-2025/a2471418?_hsenc=p2ANqtz--oOJmM7xi0NN7ZP_00Dyzq6sVNn-xyMtggU43mB5_U4sdBL-Np2Q1esG3Wb-Z84SgNDy88sEq1rlW12s3bR_qEbjg3iggYE-yU4hkg8dgZwwyKaQc&_hsmi=117034238

06/08/2024

The FPI presents the three finalists for the illustrious 2024 FPI Financial Planner of the Year Award. Meet Gareth Collier CFP®, Rudolph Geldenhuys, CFP® and René van de Spreng, CFP®.

27/06/2023

In late April SARS announced updates to its process when applying for clearance for your annual R10mil offshore allowance. This got some media outlets and industry commentators into a flat panic, with some calling this an end to the free flow of money offshore. We looked at the changes to the process and our view is very different. We also look briefly at the history of exchange controls and the changes that have been made over the past 30 years.

Read full article here: https://www.apexprivatewealth.co.za/what-do-the-recent-changes-to-the-annual-investment-allowance-really-mean/

17/05/2023

As part of governments attempts to avoid grey-listing earlier this year, some changes were made to the anti-money laundering act. These changes will mean some additional requirements when dealing with financial institutions, as well as stricter regulations for trustees who are outside of South Africa. While these changes are not yet clear, you may want to consider your options in the meantime.

Read Full Article Here: https://www.apexprivatewealth.co.za/your-trust-may-need-attention/

25/04/2023

How much do I need for retirement?

This is a question which makes many people nervous! What happens if you don’t save enough, and how much is enough?

To read the full article click the link https://www.apexprivatewealth.co.za/retirement-now-and-into-the-future-2/

28/03/2023

Apex Private Wealth was recently recognized at the Prestige Awards and awarded the Wealth Management Firm Of The Year 2022/3.

We are particularly proud of this as it specifically recognised us for service excellence, personalised service, advice and support, which is the foundation of our business. The judging took part in late 2022 and was based on the following:

• Ethical practices
• Industry recognition
• Marketing and Branding
• Client and employee satisfaction

We would like to thank our clients, business partners, suppliers and employees for their contributions to our shared success.

05/08/2021

Last year we foresaw South Africa facing several headwinds in restoring the economy from the base of an already weakened state. For an update in light of the current events, see this month's newsletter:

  In August 2020 we suggested that diversifying your investments by increasing the offshore component, was a sensible investment and diversification strategy.   We commented “Our finance minister, Tito Mboweni understands what needs to be done and business has expressed its willingness to suppor...

20/07/2021

By now you have possibly received numerous emails and communications regarding the Protection of Personal Information Act. Yet there are still questions around the topic.

Click here to read our POPIA newsletter and understand POPIA in less than two minutes:

By now you have possibly received numerous emails and communications regarding the Protection of Personal Information Act. Yet there are still questions around the topic.   Essentially, the Protection of Personal Information Act (POPIA) is South Africa’s data protection law. It establishes a numb...