Case studies

  • Asset Management

    A large listed asset manager needed a resource in their finance function over year-end to assist with IFRS 7 and IFRS 13 disclosures. The Wealthbase team not only prepared the disclosures for the annual integrated report but restructured the process, decreasing historic completion time by 5 weeks.
  • Mining

    A large mining and beneficiation group was struggling with their investment decision process which resulted in problems when allocating capital. The Wealthbase team assisted management to draft an investment decision policy paper as well as an appraisal model to simplify the investment decision process.