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What it takes to run a successful adviser firm in South Africa

By Mark Battersby, 17 Jan 17

Ascor Independent Wealth Managers, voted best adviser firm in South Africa for International Adviser’s 2016 Best Practice Adviser Awards, started small in 2005.

Ascor Independent Wealth Managers, voted best adviser firm in South Africa for International Adviser’s 2016 Best Practice Adviser Awards, started small in 2005.

Ascor also conducted a rigorous assessment of technology best practices of similar advisory practices in the USA and Australia to ensure that South African clients received advice and service that is on par with the rest of the world.

All these achievements and Ascor’s ability to integrate it into a comprehensive and seamless offering to clients was recognised when Ascor won the overall Best Advisor Firm in the South African region.

This is welcome recognition of our hard work over the past 10 years and every member in this office contributed to this achievement. We will now build on this success by further integrating technology into our client-communication platforms and investment advice protocols.

To read about what it takes to be a successful adviser firm in Europe,

click here.

 

Pages: Page 1, Page 2

Tags: Ascor | South Africa

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.