By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
If you have snow skied before, you know how much effort it takes to get out of bed and hit the slopes for another day. Column by Florbela Yates, Head of Momentum Investment Consulting
Momentum Financial Planner, Janine Horn, offers some advice for those who are struggling to make debt repayments. She advises talking with an accredited financial adviser to provide clarity and comfort in these trying times.
Based in Guernsey, Momentum Wealth International operates a truly offshore platform, offering investment and insurance products to clients in South Africa and the Middle and Far East. Blue Chip speaks to managing director Robert Rhodes about investing in Guernsey.
Florbela Yates, Head of Momentum Investment Consulting, advises to forget about resolutions, but to set an investment goal and time horizon and then make sure your client stays invested. That is the only way to protect your clients from themselves.
Globally, digital disruption has had a profound impact across all industries with no signs of slowing down. Investment platforms, a key role-player in the wealth management value chain, have not escaped this disruption.
During the past 11 years, as CEO of Momentum Global Investment Management in the UK, Ferdi van Heerden has been involved in many mergers and acquisitions. Blue Chip speaks to him about the company’s latest acquisition of Seneca Investment Managers Ltd.
The investment opportunity set available to invest offshore is vast. But how do clients decide which fund managers to choose to manage their capital?
When clients make investment decisions that affect what they should have earned and what they actually earned, they incur a behaviour tax. There are many types of behaviours that can adversely affect an investment...
Florbela Yates, Head of Momentum Investment Consulting (MIC) unpacks the reasons why many financial advisers partner with a Discretionary Fund Manager and why it’s important to ensure that the DFM you select offers a professional service and can assist with all the services that you require.
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