The history and future of the Banking Profession

Riding the next disruption in banking!


The history of banking began with the first prototype banks which were the merchants of the world, who gave grain loans to farmers and traders who carried goods between cities. This was around 2000 BC in Assyria, India, and Sumeria. (From Wikipedia, the free encyclopedia).


The world financial system and economy cannot function without Banks. At its most basic banks were principally allocate funds from savers to borrowers in an efficient manner. 


With Covid-19 and the near-collapse of the world economy, the Central and Commercial Banks are doing their best to relaunch the markets.


Well before the recent downturn, factors like technological, economic, geopolitical, demographic, and environmental were converging in an accelerated way to create changes in the mind and behavior of society and the economy in general. 


Accordingly causing changes in the banking industry as well.



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Networking as the way to drive sales!

Networking as a way to drive sales


How to Communicate Your Value 


If you don’t make it clear why customers should choose you over those competitors, they’ll either buy from the competitor who best communicates their value or make a choice based on price alone. So how do you stand out from the competition, capture customers’ attention, and drive sales based on your value rather than your pricing? 


You must define and communicate your unique value proposition. 

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Join us - your dedicated community of protectors of private clients and families.

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Coming Soon ! Interview with Peter Alcaraz

Following on from the announcement of our new Partner in Learning collaboration, PWFO is delighted to share with you our interview with Peter Alcaraz Author of "The Wealth Game: An Ordinary Person Companion"


The interview delves deeply into:

  • personal finances
  • the book "The Wealth Game"
  • the so called "finance experts"
  • the PWFO Collaboration
  • the impact of Covid-19.
  • and more


Stay tuned for more information about the new course : (Mapping) Your Journey to Financial Security.

If you have any questions about the above, please email us at [email protected]


Create your own Learning Programme within 3 months Order now 


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Mauritius: The best Africa destination!

Uncategorized Jun 15, 2020

Published by Tony Smart for CNN Travel in April 2017

That was then! What about now!!!


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The Problem of Finance !

Uncategorized Jun 04, 2020

Our financial sector has been dominated by a small number of players for a very, very, long time.  It’s had a very harmful effect on the enterprise.

David Green – Chief Executive – Civitas!

Join me to fix the broken finance.

Contact me on [email protected]  

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Supercharge your Career now !

We're experiencing a period of economic uncertainty like no other and it's never been more important to get your future goals defined. Having a great career plan so you know exactly where you're headed is essential.

If you're ambitious and want to do more with your abilities, but don't know the next move to make, at the Private Wealth and Family Office Association, we're here to help.

With our expert career guidance, you can save time job searching, diversify into the field you want to be working in, and swiftly expand your earning ability.

Get real human input and a workable plan to take your career to the next level. Everything we do is grounded in solid practical experience - our founder started out as an accountant and managed to switch to a career in banking, where he moved to the top, then left to set up his own successful multi-family office.

He learned everything he needed to operate successfully in the field of private wealth, while running his multi-family office...

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PWFO Posting Rules - May 2020

Private Wealth & Family Office (PWFO) Posting Rules - May 2020

Due to a recent "zoombombing" that happened on one of our meetings as well as a surge of members we have had to implement the following posting rules in order to protect the brand and uphold our membership code of conduct. 

PWFO has the following rules to ensure the group is well maintained.

1. Posting on all PWFO Association social media groups can only be made by Associate and Fellow Members of PWFO. 


2. Be respectful - no abusive, unprofessional, harassing, and derogatory content. Please flag any inappropriate content and we will review it.


3. No spam.


4. No unsolicited advertising


5. Selling or request for investors or investments is not permitted. 


6. Self-promotional content will be moved to the “Promotions” section. 


7. Jobs- No job offers for other entities.

Job listings will be moved to the “Jobs” section. Please do not...

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A New Education Order!

Uncategorized Sep 27, 2019

Medieval Education was often built around myth, magic and superstition. Mass education was originally institutionalise to provide resources for the then industrial revolution in creation.

The modern education system, successful till now, has been built over the last 300 years based on the needs of an era long gone. It has led to the quantifying and compartmentalizing of intelligence.

The current education system is caught in an old worldview that is getting out of sync with what humanity needs for this 4th industrial revolution.

If we believe that the education system is no longer meeting the need of the new world order, then it is right that we make an effort to put it right!


We all need to break the academic illusion that we are living with and start focusing to get each and every one the encouragement necessary to achieve their real ability, to bring their individual genius into recognition.

The challenge we face is no longer at the individual level, it is now about...

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PWFO: Unlearning is the new learning!!!.

Uncategorized Sep 18, 2019

Mass education will continue to do well for most for many years to come. It is what is taught and how to teach that is creating a gap about finding a satisfying way of being financially independent and staying that way in a rapidly changing world.

More experts are now repeating that learning new skills involve unlearning old skills and habits that most of us have been "constructed" to be.

 The acceleration of digital transformation means that the goal posts continue to be moved, and the problem is that we do not even know what the medium to long term future holds for any of us.

 So what to encourage our children and ourselves to learn and unlearn to be ready: here are five habits that William Treseder has shared with us. With his permission, let me share these with you. See if you agree :

1.    Filling up the day with time-bound activities.

Just class in school was 45 minutes, or 60 minutes, we build most meetings for the same duration.

Does our work...

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PWFO - teaching is about the teacher, and coaching is about the student.

Uncategorized Sep 17, 2019

The central education system most of us follow is based on the one the department of education of the country you live in has put in place. While modern mass education has served its purpose and continues to take millions out of poverty, it was thought of and built to meet challenges of a time gone by.

Over time a "STEM" based curriculum has become the preferred choice of most nations. STEM is basically to encourage students to focus on these following four specific disciplines science, technology, engineering, and mathematics.

Over the last 50 years, the percentage of students taking liberal arts degrees have reduced to a trickle. This is because our children and we were discouraged from pursuing their passions due to less perceived prestige and lower paying job opportunities.

Just like climate change, we just need to see what is happening around the world to know it is happening. Just like no charts or statistics are required to prove climate change, we can see that our society is...

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