Are you looking to grow your personal wealth by diversifying globally, or simply wanting to save for your next international trip?
Perhaps you need to build a nest egg in US dollars, pounds or euros to cover tuition should your children wish to continue their education abroad at Yale, Oxford or Cambridge?
In this webinar recording, Moneyweb’s Ciaran Ryan chats with First National Bank’s Chantal Robertson, Wayne McCurrie and Rikki Barnes gaining further insight into taking a fresh approach to offshore investing, and unpacking some of the trends and considerations for a global citizen.
This webinar took place on Wednesday, September 29.
About the panelists:
Head of Cross-Border Advice at First National Bank
Robertson has been involved in the financial services industry for just over 30 years and started her career with FNB in the foreign exchange dealing environment, and subsequently moved into the Exchange Control Consulting field with PwC. During this time, she worked with many multi-nationals providing guidance on a range of regulatory matters.
In addition, she was involved in the 2003 Amnesty, during which time she focused on individuals and the unwinding of loop structures. This knowledge stood her in good stead with the following 2 amnesties (the Voluntary Disclosure Programmes in 2010 and 2016) after re-joining FNB in 2006. Robertson is a solutions driven cross-border expert who assists clients, both on an individual and business level, with complex needs in terms of foreign exchange and exchange control requirements. Robertson works with clients, primarily in the Ultra-High Net Worth space assisting with their cross-border needs ranging from transactional advice to assistance on complex exchange control issues. This is particularly relevant with the recent and proposed regulatory changes in South Africa during 2021.
Equity Researcher at First National Bank
McCurrie started his working career under Articles of Clerkship and then as a management accountant in KZN in 1979. He moved up to Johannesburg in 1989 to work for Lifegro Assurance, a company bought out by Momentum Group. He transferred to investments in 1991.
McCurrie has worked with the broader FirstRand Group’s investment houses, performing various functions including Chief Investment Strategist, Chief Investment Officer etc. McCurrie transferred to FNB Wealth and Investments in2018 and is currently a portfolio manager.
McCurrie also regularly appears on radio and TV as a market commentator
Head of Retail Foreign Exchange at First National Bank
Barnes has worked in the financial services industry for 18 years, spanning banking, short-term insurance and life insurance. Prior to joining FirstRand, Barnes spent several years in the insurance industry in technical actuarial, software development and strategy consulting roles. He joined the FirstRand Group in 2010, starting in FNB Commercial before moving to the Foreign Exchange Product House as Head of Pricing and Analytics. Barnes holds a Business Science degree in Actuarial Science & Finance, and qualified as a Fellow of the Institute of Actuaries in 2005.
Rikki is a passionate leader who strives to provide exemplary customer service to clients within the Retail segment. He draws on expertise in foreign exchange sales and research to strategy development, financial modelling, analytics and product design to ensure that retail clients’ unique cross-border needs and requirements are met.
Brought to you by First National Bank.