South Africa is preparing for a significant overhaul of the legal framework governing trusts, with the proposed Regulation of Trusts Bill, 2026 set to replace the Trust Property Control Act 57 of 1988. Business Day reports that the reforms are aimed in part at addressing weaknesses that previously contributed ...
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By Lee Rossini
Client segmentation is the process of dividing a business’s client base into distinct groups that share similar characteristics, needs, behaviours or financial objectives. Rather than treating every client in the same way, segmentation enables a business to understand differences between clients and tailor its products, communication, service levels and advice accordingly. In financial services, where clients can vary significantly in wealth, financial knowledge, risk tolerance and life circumstances, effective segmentation is valuable.
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