Rob Macdonald
Rob Macdonald is Head of Strategic Advisory Services at Fundhouse. Rob has held several senior executive positions in the investment industry. His primary areas of focus at Fundhouse are on Adviser Consulting and Adviser Programmes. Rob has written and spoken widely on a range of topics related to leadership, coaching, investments, practice management and financial planning. More insights from Fundhouse here.
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Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice
At the heart of Momentum Financial Planning’s philosophy lies a simple belief: when financial advisers feel they belong, they perform at their best. Belonging, in this context, is about professional identity, shared standards and a community that elevates the work of advice. Blue Chip speaks to CEO, Aldert Brink, and Head of Enablement, Hennie Bouwer.
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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.
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