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Warren Wheatley

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Warren Wheatley is a Chartered Accountant (CA(SA)) and Certified Financial Planner (CFP) with over 20 years of experience in financial services, wealth management, and investment banking. As Founder and CEO of Altvest Capital, he specializes in alternative investments, SME financing, and creating innovative investment solutions for institutional and retail investors.
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Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage...
Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth

Protected: A new era of wealth advisory partnerships 

As Independent Financial Advisors face mounting operational pressures and shrinking margins, Warwick Wealth introduces a model that redefines sustainability, succession, and success in the modern advisory landscape. Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth explain how.
Florbela_Yates_DTOI5458

How having a bias affects your potential returns as an investor

According to Florbela Yates, head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts.
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