Navigating Economic Uncertainty: Resilience as the New Investment Strategy for South Africans
South African investors are facing a complex economic landscape characterized by rising costs, fiscal instability, and a fluctuating rand. According to Matthew Sumner, MD of the Outbound Investment Summit, resilience, rather than mere survival, has become crucial for households, corporates, and high-net-worth individuals aiming to protect their wealth.
The Perfect Storm: Challenges Facing South African Investors
Several factors contribute to the current challenges. Eskom's tariff increases have significantly increased operating and living expenses. While a recent interest rate cut and easing inflation offered a brief reprieve, a projected GDP growth of only 1.2% for 2025, coupled with logistical bottlenecks, potential tax reforms, and global trade tensions, continue to cause concern.
Furthermore, the upcoming Financial Action Task Force (FAFT) greylist review and uncertainty surrounding the renewal of the African Growth and Opportunity Act (AGOA) necessitate the adoption of compliant offshore strategies. These challenges demand proactive and strategic investment approaches.
The Outbound Investment Summit: A Roadmap to Resilience
The Outbound Investment Summit 2025, scheduled for Johannesburg (October 14-15) and Cape Town (October 17), aims to equip South African investors with global insights and strategies to enhance wealth resilience. The summit seeks to prevent investors with substantial assets from being unduly exposed to these economic pressures.
"Resilience is the new North Star. With tariffs spiralling, fiscal policy in flux, and a rand that moves on headlines, South Africans need robust, diversified investment structures, not quick escape plans," says Matthew Sumner.
The summit will provide delegates with practical playbooks on compliant capital movement, succession planning, and global mobility solutions, emphasizing opportunity expansion rather than hasty exits.
Expert Insights and Key Discussion Points
The summit will feature over 30 international specialists, alongside prominent South African experts, exploring global investment strategies, wealth protection, and mobility solutions. Notable speakers include:
- Martin Riekert, CCO of Momentum Investments
- Florbela Yates, MD of Equilibrium
- Anne Klein, founder of LuciaDeKlein Private Office
- Phil Le Feuvre, head of Wealth Management & Employee Benefits at Mont Blanc Financial Services
- His Excellency Calvin St Juste, executive chair of the St. Kitts and Nevis Citizenship by Investment Unit
- Jonathan Cardona, CEO of Residency Malta Agency
- Charmaine Quinland-Donovan, CEO of the Citizenship by Investment Unit of Antigua and Barbuda
- Nicholas Jones Juma, director of Strategic Partnerships at the Nauru Economic and Climate Resilience Citizenship Programme
Conference sessions will address crucial topics, including:
- Global tax structuring and compliance.
- Estate and succession planning for family offices and high-net-worth individuals.
- Offshore trusts and second residency options.
- Citizenship-by-investment pathways, including Portugal's Golden Visa, Caribbean CBI programmes, and Malta residency.
- Strategic continuity planning for corporates and exporters navigating AGOA expiry and logistics reform.
Networking and Advisory Opportunities
Delegates will benefit from curated networking opportunities, advisory roundtables, and matchmaking platforms, connecting them with international advisors. The Outbound Investment Summit has established itself as a trusted connector for private and corporate client advisors, family offices, and individuals seeking to expand their global presence.
South Africa, with over 37,800 high-net-worth individuals controlling $651 billion in wealth, represents a rapidly growing market for outbound advisory solutions, fueled by increasing domestic uncertainty.
Registration is now open, but seats are limited. Advisors can find more information and register through the summit website.
This article was sponsored by Outbound Investment Group.
[SRC] https://www.timeslive.co.za/news/2025-10-06-build-wealth-that-survives-tax-shocks-and-rand-volatility/
[SRC] https://www.businesslive.co.za/bd/companies/financial-services/2025-10-03-native-build-wealth-that-survives-tax-shocks-and-rand-volatility/
