Momentum Investments

retirement stock image source: CANVA

Blending security and flexibility for retirement 

One crucial decision people face at retirement is choosing an annuity. We’ve reimagined retirement to make the choice easier, writes Martin Riekert, head of retail investments at Momentum Investments.
Momentum Investments Global citizen Masterclass

Momentum Investments: Global Citizen Masterclass webinar

Watch Momentum Investments' Global Citizen Masterclass webinar available online until the end of April 2024.
Sanisha Packirisamy, Economist, Momentum Investments

Top 10 trends shaping tomorrow

Sanisha Packirisamy, Momentum investments, shares 10 trends that are likely to shape the trajectory of global politics, economics and financial markets in the months to come. 
Paul Nixon, head of behavioural finance at Momentum Investments

Unlocking hyper personalisation: AI’s role in redefining customer experience

Artificial intelligence (AI) is helping us to gain a deeper understanding of investors to provide a better customer experience, writes Paul Nixon, head of behavioural finance at Momentum Investments.

A leap forward into a new digital era

Momentum Wealth International's redesigned website ushers in a new era in how financial advisors, wealth managers and clients in South Africa and beyond interact with digital platforms that facilitate offshore investing.
Pierre Jean Marais

Start investing through a tax-free investment, asap  

Using tax-free investments, also known as tax-free savings accounts, and starting as soon as possible, can have meaningful benefits for wealth-building, writes Pierre Jean Marais, retail marketing at Momentum Wealth.
Ferdi van Heerden

A universal perspective

Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
Momentum_Invest_Eugene_Botha

Investing in machine learning research 

Machine learning is a rapidly growing field that offers many potential applications in investment management and related fields, writes Eugene Botha, Deputy Chief Investment Officer at Momentum Investments.
Ali Simpkins

Demystifying Smart Beta

According to Ali Simpkins, the Fund specialist at Momentum Investments, Smart Beta has disrupted the binary choice between active and passive investing.
Paul Nixon

Investors lose millions due to their switching behaviour 

Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments.
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Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
Coreen van der Merwe, director at Sovereign Trust (SA) Limited

When is the right time to take your wealth offshore?

Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust.
Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald
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