Hildegard Lombard
Hildegard Lombard is a governance, legal, risk and compliance management consultant. She has worked in financial services, and have been involved in financial planner training, for more than 15 years. She holds an LLM degree, a Postgraduate Diploma in Financial Planning, and the designations of CPrac(SA), ICCP and IRMCert. She has a special interest in fintech and is currently studying towards a Postgraduate Certificate in Fintech Regulation at the University of London.
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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.
JD Jacobs, RFP® | Financial Planner Profile
Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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