top of page

Powerhouse collaboration unveiled joining forces for a brighter future

We are thrilled to announce our recent strategic partnership with Morningstar, a globally recognized and esteemed financial services firm.

This groundbreaking collaboration marks the first of its kind between Morningstar and a family wealth management office based in Africa. It signifies a significant step forward in enhancing the quality of service and advice we provide to our valued clients. Through this partnership, we gain access to an array of sophisticated advisor solutions, including financial planning, practice management, fund platforms, and investment management, thus reaffirming our commitment to integrated solutions.

Our strategic alliance leverages the unique strengths of Waugh McDonald Wealth Management and is designed to address the increasingly intricate wealth management requirements of affluent individuals, families, and family offices that we serve. It underscores our dedication to meeting our clients' demand for sophisticated, holistic, and world-class solutions.

Moreover, this partnership brings about an upgraded practice management system, enabling us to offer enhanced reporting and service levels. Morningstar has also extended a suite of compelling managed investment portfolios to Waugh McDonald Wealth Management, equipping our clients with top-tier wealth management strategies on a global scale. We firmly believe that our discretionary fund management strategies, backed by a track record of exceptional performance and competitive costs, will provide an unparalleled value proposition to our clients, aligning seamlessly with our commitment to delivering excellence.

We eagerly anticipate embarking on this transformative journey alongside Morningstar and delivering an integrated wealth management service and advice that stands as a testament to world-class standards.

For more insights about our services tailored to affluent individuals, families, and family offices, please don't hesitate to reach out to us at

Powerhouse collaboration unveiled joining forces for a brighter future

Ready to Secure Your Legacy? Let's Chart Your Financial Future Together.

Embracing the next move can determine whether you simply maintain a legacy or truly elevate it. Collaborate with us to design a strategy that endures through the ages. Amplify your future. Get started today.

bottom of page