In this Business Talk with Michael Avery interview, Wendy Myers walks viewers through beginning their offshore investing journey.
Myers is the Head of PSG Securities and has over two decades of experience working at top financial organisations.
She first worked at Rand Merchant Bank as a Global Markets Finance Business Partner from 2004 to 2015.
Following this, she spent three years at Ashburton Investments as the Chief Operating Officer for FNB Stockbroking and Portfolio Management.
Myers also spend over four years at FNB Wealth and Investments as its Chief Operating Officer.
Myers assumed her current position at PSG in 2021 and has spent the past five years ensuring that every PSG client enjoys world-class support.
She is also a member of the South African Institute of Stockbrokers and holds a Bachelor of Commerce and a Postgraduate Diploma in Accounting from the University of Cape Town.
In this Business Talk interview, Myers reveals the first steps investors must take when investing offshore to diversify their portfolio.
These steps include how to approach investing in direct shares offshore, and how to set up an appropriate investment vehicle.
Myers then talks about reviewing your risk profile, as well as doing the research necessary to decide on what to invest in first.
She also covers the mechanics of funding an account in one foreign currency but buying shares that settle in another.
Myers concludes the interview by sharing her personal learnings about investing offshore.
Watch the full interview with Wendy Myers, below.
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