Mining Executives

Financial Strategies to Make Work Optional for Mining Executives

Many resource executives enjoy high incomes, which allow them a degree of lifestyle choice and freedom. However, many do not maximize their opportunities to accumulate significant wealth.

Our goal is to put you in a position where work is no longer a requirement, but rather a choice you make because of interest and passion.

For more information on how mining executives benefit from our tailored wealth management solutions, request access to The Gold Digger below:

The Gold Digger newsletter

We know mining, and understand the challenges you face as a mining executive when it comes to optimizing your own personal net worth. Here are just a few:

Personal Challenges

  • Lack of time due to frequent travel
  • Need for investment diversification and tax efficiency
  • Specific skillset in mining, but not in personal financial planning

Industry Challenges

  • Unparalleled industry cyclicality
  • Structuring and diversifying share option packages
  • Planning an investment exit strategy when leaving or retiring

Mining executives face some of the most cyclical business conditions on the planet making it imperative to have a proactive plan in place that can adapt to the external environment.

The mining clock below, originally developed by Investec, highlights the industry indicators that we see over time as the mining cycle progresses. With a complete understanding of this clock, we are able to develop a proactive plan for our mining clients during all periods of the volatile resource cycle.

The Mining Clock

1 2 3 4 5 6 7 8 9 10 11 12 SELL LOOK BUY CRASH BOOM Government Raise Taxes Aggressive Selling People LeaveBig Companies Paper Takeovers Debt Rises Rising Exploration New Flotations – Small Cash Takeovers Debt Falls and Contrarians Become Interested Metal Prices StabilizeRecap of Industry Asset Write DownsCredit Downgrades Company Liquidations Cost Cutting Original Concept Source: Investec, Lions Selection GroupTiming and Strategy by Bob Thompson

Please click the numbers on the clock to get an idea of key indicators we look for.


Why Mining Executives Choose Us

We work with many high-profile executives in the mining industry who rely on our experience and in-depth understanding of the unique challenges that the industry poses.

The foundation for our approach starts with an in-depth discovery meeting. By fully understanding an individual and their industry of employment, we are able to create a truly customized plan.

Learn more about how we successfully manage mining executive’s wealth in the video below:

If you are an executive working in the mining and resource industry, you deserve a tailored investment strategy that is designed specifically for the challenges you face.

Click here to learn more about our wealth management process.