December 2025
Monthly Market Overview – December 2025 Global equity markets took their foot off the gas as the year came to an end. Developed market equities idled along, as the S&P 500 closed positively for the …
Monthly Market Thoughts – December 2025
Global equity markets took their foot off the gas as the year came to an end. Developed market equities idled along, as the S&P 500 closed positively for the eighth month in a row. A …
November 2025
Monthly Market Overview – November 2025 Global equity markets appear to be pausing the strong momentum that has been evident since Liberation Day. Despite robust earnings results in the US, concerns about high market valuations …
Monthly Market Thoughts – November 2025
Global equity markets appear to be pausing the strong momentum that has been evident since Liberation Day. Despite robust earnings results in the US, concerns about high market valuations have led to some rotation into …
October 2025
Monthly Market Overview – October 2025 Global markets rose to record highs on the back of US equities’ strong growth in a volatile month. Despite the US government shutdown and an escalated trade war with …
SARS Manual Letter of Compliance now required for certain payments to non-residents
The South African Reserve Bank (SARB) has released Exchange Control Circular No. 15/2025, updating the Authorised Dealer Manual. This amendment establishes a new compliance obligation for non-residents who receive specific types of income from South …
Monthly Market Thoughts – October 2025
Global markets rose to record highs on the back of US equities’ strong growth in a volatile month. Despite the US government shutdown and an escalated trade war with China, all three US indices closed …
Michael Papageorge Jr. Named to Citywire Top 50 IFA’s Report 2025
Awards | 5 Nov, 2025 Citywire Top 50 IFA Recognition We are thrilled to share some outstanding news that reflects the exceptional quality of service and expertise within our organisation. We’re proud to announce that Michael Papageorge …
Guide to the Approval for International Transfer (AIT) Process
Helfin Private Wealth is pleased to provide a concise overview of the Approval for International Transfer (AIT) process, a crucial requirement for specific cross-border transactions. Understanding AIT and Allowances The AIT process is essential for …
2025 Offshore Infomercial VLOG
Please note that any information in our posts, documents, infographics, emails etc is general information and should not be considered as providing financial advice. We therefore disclaim all liability and responsibility arising from any reliance …