Author name: Autus

Redefining Wealth Planning & Advice with the “Autus Way”

What sets Autus Private Clients apart is their unique approach, known as the “Autus Way,” and their consistent recognition and accolades from International Adviser over the years. By adhering to humility, honesty, and simplicity, Autus Private Clients ensures that each client’s unique circumstances are at the forefront of their financial planning and wealth management strategies.

Redefining Wealth Planning & Advice with the “Autus Way” Read More »

The Value of Trust

Devin Vodicka (in Principal Leadership, Nov 30, 2006) said the four elements of trust are: (1) consistency; (2) compassion; (3) communication; and (4) competency, and they together develop trust.   We at Autus ask ourselves the question, “why do people become our clients” many times. We always come to the same conclusion – trust, peace

The Value of Trust Read More »

AN UNNERVING YEAR FOR INVESTMENT MARKETS

AN UNNERVING YEAR FOR INVESTMENT MARKETS This year started with the promise of a progressive economic recovery as societies returned to a “new” post-Covid normal. Unfortunately, Russian President Vladimir Putin had other ideas when he attacked his neighbours Ukraine in February in an unprovoked act of war, changing our economic expectations for 2022. In response,

AN UNNERVING YEAR FOR INVESTMENT MARKETS Read More »

RETHINKING RETIREMENT PLANS

RETHINKING RETIREMENT PLANS Mercer and the CFA Institute published their 14th Annual Global Pension Index. This research benchmarks 44 retirement income systems worldwide, highlighting challenges and opportunities within each. The index comprises three sub-indices – adequacy (how much do you get?), sustainability (can it keep delivering?), and integrity (can it be trusted?) – to measure

RETHINKING RETIREMENT PLANS Read More »

2022 Business Highlights

2022 AUTUS BUSINESS HIGHLIGHTS Despite this year being turbulent and uncertain, we are pleased that Autus has gone from strength to strength. Below, we share a few of the business highlights for 2022. After leasing premises in the Vineyards Office Estate (VOE) for many years, an opportunity arose to purchase Cabernet House, a stand-alone building

2022 Business Highlights Read More »