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Rob Macdonald

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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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influence client behavior

If you really want to influence a client’s behaviour, appeal to interest not to...

Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
Capital Legacy Awkward positions

Don’t die in an awkward position 

Capital Legacy stresses the importance of South Africans having a will regardless of age through their latest awareness campaign: "Don't die in an awkward position. Don't die without a will.".
unlock infinite investment opportunities for your clients

Partner with Glacier Invest to unlock infinite investment opportunities for your clients.

Glacier Invest’s leadership in South Africa’s discretionary fund management space enables them to deliver unparalleled investment and operational support to financial intermediaries.
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