South Africa

About Alexander Beard – South Africa

Born out of the acquisition of Abraxas Wealth Management in 2020, Alexander Beard’s South African business has its main office in Johannesburg and a satellite office in Cape Town. Its 20-year experience extends to the following specialisms:

Domestic Wealth Management

Providing wealth management and financial planning services to private clients, and small business owners, our team have over 60 years of experience and expertise to draw upon.

Expatriate Services:

If you are British, you may have heard the term ROPS – Recognized Overseas Pension Scheme. A ROPS is a UK-approved vehicle that allows you to transfer your UK pensions overseas; this is not currently available if you live in South Africa, but we can offer ongoing management and investment advice on your UK pension fund, through our SA offices in Cape Town and Jo’Burg.

If you are a USA citizen and have left behind a 401K or an IRA, then you may find some US pension providers will not want to continue holding your account. We have a legal, tax efficient solution with respected US providers.

If you are Irish, Australian or Canadian: Our offices in Dublin, Perth and Toronto respectively can continue to look after any local investments and pensions left behind, as well as providing expert advice on releasing assets from SA whilst meeting the government exchange control regulations and ongoing tax reporting.

International Employee Benefits:

Our in-house EB team provide consultation, advice, advice, implementation and on-going service to local and international employers with workforces, as well as managing global EB solutions for multi-national companies, with specific experience in corporate group pension plans

Important information

Alexander Beard RSA (Pty) Ltd trading as Alexander Beard. A registered Financial Services provider by the Financial Services Conduct Authority FSP 11599.