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Powerhouse collaboration unveiled: Joining forces for a brighter future

We are delighted to announce our recent strategic partnership agreement with Morningstar, one of the world’s most recognized and respected financial services companies.

This is a first of its kind collaboration between Morningstar and an Africa based family wealth management office and will help us continue to improve the service and advice we deliver to our clients, through a suite of sophisticated advisor solutions including financial planning, practice management, fund platform, and investment management. The strategic partnership emphasizes our conviction of integrated solutions.

This collaboration seeks to capitalize on the unique advantages of Waugh McDonald Wealth Management and aims to address the increasingly complex wealth management needs of the wealthy individuals, families, and family offices we serve. It is part of our ongoing commitment to support our clients' requirement for sophisticated, integrated, and world-class solutions.

In addition to improved practice management system allowing us to deliver superior reporting and service levels, Morningstar have provided Waugh McDonald Wealth Management with a suite of compelling managed investment portfolios that provide our clients with world-class wealth management strategies. We believe that the ability to invest through our discretionary fund management strategies that deliver proven top-tier performance and highly competitive costs will offer an unrivalled proposition for our clients, in keeping with our principled approach to delivering high quality at exceptional value.

We look forward to embarking on this journey with Morningstar and delivering a world-class integrated wealth management service and advice to our clients.

See note from Morningstar here.

To find out more about how we help wealth individuals, families, and family offices please contact on

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