Florbela Yates
Florbela is an experienced Head Of Investments with a demonstrated history of working in the financial services industry. She is skilled in investment advisory, investment management, business development, financial services, and Discretionary Fund Management (DFM, DIM, DM). Florbela is a strong consulting professional who graduated from the University of the Witwatersrand. More insights from Momentum here.
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MitonOptimal
MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.
Advising vulnerable clients: minors and young beneficiaries
This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.
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