Paul TateDIRECTOR OF OPERATIONS AND COMPLIANCE

Contact Details
Areas of Expertise
  • Investments
  • Financial Risk
  • Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Financial Advice
Qualifications
  • Global Financial Compliance (CISI)
  • RPE, JSE Registered Securities Trader
  • Bcom Hons, Financial Management

Paul Tate started his financial services career in 2011 at Standard Banks subsidiary Liberty Life as a financial advisor, having completed degrees in Investment Management and Financial Management Honours.

Paul has been in the international financial services market since 2015, starting as a senior associate and moving into senior management within operations and compliance. He has shown a strong aptitude towards corporate strategy and compliance, and this understanding has been augmented by further study in Compliance and Risk through the Charted Institute of Securities and Investments.

Tasked with charting the way forward to a truly borderless client experience, he brings passion to the growth strategy of the business.

Paul is soon to be married, with an eye on what the future may bring.

Publications

  • Markets Last Week 26/10/2020

    Equity markets began the Asian week on a firm footing, on optimism that stimulus talks in Washington were making some progress. Discussions continued between Speaker of the House, Nancy Pelosi and Treasury Secretary Steven Mnuchin, with an initial Tuesday 20 October deadline subsequently extended to the weekend in an attempt to get a bill passed before the US election. For much of the week, markets ebbed and flowed in-line with the prevailing sentiment on the likelihood of a deal being struck.

    October 26, 2020
  • How Has Covid Impacted the UK Property Market?

    Undoubtedly, the situation has changed somewhat in the property market. Big houses that were previously slow sellers are now in high demand, rural areas that were less desirable than central locations, are now attracting many more buyers than before, and the risks and opportunities for investors are both greater than ever. So, what is happening in the UK property market and where do the risk and opportunities lie?

    October 21, 2020
  • Markets Last Week 19/10/2020

    This was a week where investors moved away from the hope of further fiscal stimulus in the US before the election and the expectation that the Democrats might carry the Senate in a so-called ‘blue wave’. Although in principle the distance between the Democrats and the White House is not that great with the Democrats asking for US$2.2trn in spending and the US Treasury offering US$1.8trn, Senate Republicans do not agree with President Trump’s proposals and would rather wait until after the election to discuss stimulus again. If the Democrats do not capture the Senate, therefore, a second fiscal rescue package might not come in January.

    October 19, 2020
  • Property Pick of the Week 14/10

    Home to the formidable Manchester United, its storied history written in the annals of football history aside, the origins of the club go back into the 1800’s and they moved to their current home in 1910. Stretford itself started as a humble market town, situated between the River Mersey and the Manchester Ship Canal. Taking advantage of the considerable trade moving between Liverpool and Manchester, Stretford has long been an important part of Manchester.

    October 14, 2020

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