Financial Planning News | Offshore Investment Insight

Hedge Fund Managers

Edify Fund Managers

Financial Planning

Blending families, balancing futures

Communication

A conversation for perspective: the first step in influencing client decisions

Technology

Protect yourself from financial fraud

Latest Publications

spot_img

meet our thought leaders

Sherwin Govender

Sherwin has been a business development manager at Glacier by Sanlam since 2016. He is responsible for developing and maintaining an investment intermediary portfolio of Sanlam tied agents and independent planners. This involves growing relationships with intermediaries through his support with technical expertise and planning.

27 POSTS

https://www.fundhouse.co.za/

Francois du Toit

9 POSTS

https://www.propulsion.co.za/

Lelane Bezuidenhout

6 POSTS

https://www.fpi.co.za/

Andrew Ratcliffe

3 POSTS

https://www.privateclient.co.za/

3 POSTS

https://www.momentum.co.za/momentum/invest-and-save

Fränzo Friedrich

2 POSTS

https://www.momentum.co.za/

spot_img

Featured podcasts & videos

Investing offshore and how to structure financial plans to suit each...

How and why a financial planner should use a DFM

Retirement planning: guiding clients to financial independence oun d Table discussion holding slide

Retirement Planning – Round Table Discussion

spot_img

In The Spotlight

Blue Quadrant Capital Management

Blue Quadrant Capital Management is a specialist South African hedge fund and unit trust investment manager.

Read more

Events

ABSIP Financial Services Symposium 2025

spot_img

spot_img

spot_img

Insights and analysis

Financial Planning

Blending families, balancing futures

The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth.

Read more

latest ebook edition

ARCHIVED EBOOKS

more news

Blending families, balancing futures

A conversation for perspective: the first step in influencing client decisions