Palesa Dube
Palesa Dube, CFP®, director at Wealth Creed and the 2022 winner of the Financial Planner of the Year Award, is a seasoned professional and practising member of the FPI with 18 years of industry-related experience. She exudes a passion for wealth management and has expertise in investment and retirement planning, estate as well as legacy planning for high-net-worth individuals and corporate clients.
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Disciplined hedging practices
Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.
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Why the Total Portfolio Approach is suddenly everywhere – and what it means for you.
The call is coming from inside the house
“The call is coming from inside the house” suggests a threat or danger that comes from someone close, not an outsider. I am borrowing that phrase but with the opposite connotation: celebrating 25 years of excellence.
Emerging markets tech: bubble or structural growth cycle?
Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.
Personal advice needs a platform experience to match
Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.
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