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SERVICES

API offer an extensive range of investment management and financial planning services to international and Southern African investors.

“We work with numerous independent  institutions in the offshore market to structure solutions for those clients looking to diversify their portfolios across economies.”

CORE SERVICES

  • Wealth management for private clients; the process of allocating capital to investments and managing it, internationally and domestically
  • Financial planning, which creates the context for relevant wealth management
  • Income and financial needs analysis
  • Active management of local and offshore investment portfolios
  • Pre- and post-retirement reviews and planning
  • Tax-efficient estate planning, including will drafting and establishment of local and offshore trusts
  • Management of local retirement funds: retirement annuities, living annuities and preservation funds

 ADDITIONAL SERVICES

  • Development of South African employee retirement/benefit schemes
  • Domestic and offshore life assurance
  • Buy-and-sell agreements and related items
  • Cash deposits and cash management
  • Foreign investment allowances and asset swap facilities
  • Offshore company information & company administration services

EXPERT FINANCIAL ADVISORS

SAVINGS AND INVESTMENTS

TAX BENEFITS

DEBT

LIFE COVER

RETIREMENT & ESTATE PLANNING

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