Company Insights

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. 
inflation rate stock picture

Interest rates may be coming down but the era of free...

Marriott responds to the downward trajectory of inflation by launching two new portfolios within the International Investment Mandate as a tax efficient investment option.
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.
Kenny Rabson, CEO of Discovery Invest.

Kenny Rabson: the visionary leader behind Discovery Invest’s growth and success

Look back at the 24 year career trajectory of Discovery Invest's CEO, Kenny Rabson. A CEO that has led the company into becoming one of SA's fastest growing active unit trust investment managers.
Cover of Rob Mac Donald's book, The 7 Pillars of financial health.

The 7 Pillars of Financial Health: Partnering with a Professional to...

Reg Thomson reviews Rob Macdonald's new book.
Fränzo Friedrich, Head of Marketing, 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.
Duncan Lamont, Head of Strategic Research, Schroders

Investing in new highs.

While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.
Financial advisor engaging with their clients.

Thriving in Finance: Mastering Client Engagement and Technology in Financial Advisory

Hermione Fry, Chief Operations Officer for Seed Analytics, provides financial advisors with practical tips on how to elevate their services.
A fiduciary meeting with a client to draft a will

Closing the circle: the importance of closing the wealth management loop

Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.