Innovest Global Wealth Passes Annual Anti-Money Laundering Certification We are excited to announce that our team at Innovest Global Wealth (IGW) has once again successfully completed the annual Anti-Money Laundering (AML) training, marking a significant achievement in our ongoing commitment to maintaining the highest standards of integrity and compliance. This certification, awarded by Investors Trust, highlights our dedication to protecting our clients, investors, and stakeholders from financial crimes and ensuring compliance with international regulatory standards. The AML course rigorously tests our team’s knowledge and preparedness to detect and prevent money laundering activities in the financial sector. At IGW, we believe that safeguarding financial systems against unlawful activities is crucial to building a secure and trustworthy environment for wealth management. By consistently staying ahead of regulatory requirements, we reinforce our position as a responsible and dependable wealth management firm. This achievement underscores our continuous effort to remain compliant with the evolving legal landscape while enhancing our expertise in global wealth management practices. What this means for our clients: Enhanced Trust: Our clients can rest assured knowing that IGW takes proactive measures to safeguard their investments by adhering to the highest standards of compliance. Increased Security: Our AML certification ensures that we are fully equipped to protect clients' assets and avoid risks associated with financial crimes. Professionalism: Our certified team continues to maintain up-to-date knowledge and skills necessary to manage the wealth of high-net-worth individuals with the utmost diligence. We look forward to continuing to serve our clients with the same level of excellence, ensuring that we meet both their financial needs and the strictest regulatory requirements. Stay Compliant, Stay Secure.

Innovest Global Wealth is proud of its Big Picture Approach. We have formed partnerships with top investment providers that boast a collective wealth and asset management experience of over 50 years. When engaging with our customers, we go beyond surface-level discussions and strive to gain a deep, comprehensive understanding of their overall goals. We aim to understand how their fundamental values and needs align with the selected investments. Utilising our extensive global network, we conduct thorough research to develop our in-house perspective. What exactly do investment providers and asset management firms entail? Investment Providers or Asset Management firms are companies or organisations that specialise in managing assets and providing a wide range of financial products and services to both individual and institutional investors. These investment providers are experts in managing assets and maximising wealth by strategically acquiring, maintaining, and trading investments with growth potential. As a result, investors can benefit from the wide range of financial markets, investment opportunities, and expert asset management offered by these firms. Innovest Global Wealth does not manage customer’s funds or does not offer asset management services. We, however, connect our customers to the top asset management firms worldwide. Investment providers play an important role in the financial ecosystem as they enable individuals to invest in a wide range of securities, such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They can vary from banks, brokerage firms, and mutual fund companies to investment advisory firms and online trading platforms. The primary responsibilities of investment providers encompass: Providing Investment Products : They offer a variety of investment options tailored to meet various risk tolerances, investment goals, and timeframes. It can involve a variety of investment options, such as mutual funds, stocks, bonds, ETFs, and other sophisticated financial instruments. Asset and Portfolio Management: Numerous investment providers offer asset and portfolio management services, where they assume the responsibility of overseeing an investor’s portfolio according to mutually agreed-upon goals and risk tolerance. Part of the responsibilities may include making investment decisions for the client, which can encompass activities such as purchasing and selling securities, adjusting portfolio allocations, and implementing strategic asset distribution. Investment Advice: Investment providers frequently provide advisory services, offering personalised guidance to assist investors in making well-informed decisions. Our services encompass a wide range of financial planning options, including personalised strategies for retirement, tax planning, and various investment-related advice. Market Access and Execution: They offer the necessary infrastructure and technology for investors to access financial markets and carry out trades conveniently. Our responsibilities encompass the maintenance of trading platforms, guaranteeing adherence to regulatory requirements, and facilitating seamless transactions. Research and Analysis: Investment providers usually provide comprehensive research and analysis on a wide range of investment opportunities, market trends, and economic outlooks. This information is precious for investors who want to make investment decisions based on data. Educational Resources: Providers offer a range of educational materials, workshops, and seminars to help investors gain a better understanding of the markets and make well-informed decisions. These resources cover investing basics, advanced trading strategies, and financial management. Therefore, deciding on the perfect investment provider is crucial for individuals seeking to safeguard and increase their wealth. Investment providers play a vital role in connecting your financial objectives with the complicated world of investment opportunities. Choosing the right investment provider offers more than just a wide selection of investment options. It also provides you with valuable resources like market analysis, personalised advice, and strategic planning tools. In addition, a knowledgeable investment provider takes into account your risk tolerance and investment objectives. Ultimately, the connection you establish with your investment provider is crucial in your pursuit of financial growth and security. Investment Platforms Investment platforms have completely transformed the way individuals and institutions can access and manage their investments. These platforms have harnessed technology to provide services that are easy to use, streamlined, and affordable, making investing accessible to people at all levels. Investment platforms provide a convenient solution for portfolio management, offering a diverse selection of investment options and executing trades at more affordable rates than traditional providers. Innovest Global Wealth has formed partnerships with top international Investment Platforms, providing our customers with Access to a diverse range of products that are not typically available through traditional banking channels in Africa. Most of the top Asset Management firms and investment providers are available on investment platforms, and the companies offering investment platform technology rigorously vet these firms and providers. Innovest Global Wealth Customers have Access to the following Asset Management Firms and Investment Providers. Some of the world’s most respected investment firms have been selected to manage our customer’s investments. These firms have expertise in managing virtually every available investment alternative. BlackRock : Boasting a staggering $10 trillion in assets under management as of December 31, 2023, it stands as the unrivalled titan of the asset management world. With a history dating back to 1988, they provide a diverse range of investment products and services to individuals, companies, and governments. BlackRock is widely recognised for its global reach and diverse investment portfolio, which includes bonds, stocks, equities, fixed income, mutual funds, ETFs, and alternative investments. The company is known for its forward-thinking approach to investment management. AllianceBernstein is a renowned global asset management firm that has been successfully operating since 1967. It specialises in offering investment management and research services to a wide range of clients, including institutional, high-net-worth, and retail investors worldwide. As of December 31, 2023, it manages a staggering $725 billion in assets. Franklin Templeton Investments is a renowned global investment firm that was established in New York City back in 1947 under the name Franklin Distributors, Inc. It is publicly traded on the New York Stock Exchange with the ticker symbol BEN. As of December 2023, their Assets Under Management stand at an impressive 1.37 trillion dollars. They provide customers with a wide range of products, including stocks, ETFs, mutual funds, bonds, alternative investments, and more. JP Morgan Asset Management: JP Morgan’s renowned private banking franchise and asset management division are globally recognised for their substantial total assets. Their assets under management exceed 3 trillion dollars. Customers have shown a strong preference for structured funds, mutual funds, ETFs, and bonds among their wide range of products. Morgan Stanley: Founded in 1935, this investment bank boasts assets under management exceeding 3 trillion dollars. Similar to JP Morgan, they provide customers with a diverse selection of products. However, our customers have shown a greater preference for their structured funds, mutual funds, ETFs, and bonds. Our customers have access to a wide range of other products offered by other international investment providers, including GAM asset management company, MAN Group, MFS Investment Management, Ninety One, PICTET, Schroders, The 79th Group, Bowmoor Capital, Godwin Capital, the S&P 500 indexes, International Government Bonds, Corporate Bonds, Dominion Capital Strategies Funds, and many more. Innovest Global Wealth can help you find an answer; whatever stage of life you’re at, we can guide you through the opportunities and challenges you face. Your investment goals may be different, but we are here to make them a reality. Do not be pained by financial indecision; contact us now and schedule a meeting with one of our experienced wealth managers.