Company Insights

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How you can invest in future trends

Jako de Jager, head of retail portfolio solutions at Momentum Investments, shares six trends that will affect the global economy in 2023 and beyond.
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Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer

Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year. Brandon made the announcement to...
Sarah Love

Managing digital assets through an estate planner’s lens

Sarah Love, CFP, shares three things you may not know about digital assets.
Methula Sikakana, Business Development Manager, Equilibrium

How advisors are benefitting from partnering with a DFM

A growing number of financial advisors in South Africa are starting to use discretionary fund managers to help them manage their clients’ funds in the complex world of fund management, says Methula Sikakana, Business Development Manager, Equilibrium
Burning tire

A failing state?

As South Africans, we tend to forget that our history is filled with apparent existential crises. To gain a better perspective on the current situation, it is valuable to take a look into the past, says Wallace Barnes CA(SA), Analyst, Steyn Capital Management

The rise of family offices in South Africa

Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
Financial Planning Event

Blue Chip Round Table Series

Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
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Investment Moments, Podcast Episode 10

In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.
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Investment Moments with Momentum Investments, Podcast Episode 13

In this episode Ali Simpkins (Fund Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta investment strategies and the launch of the Momentum Quality Equity Fund.
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Investment Moments with Momentum Investments, Podcast Episode 12

In this episode Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.
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2025 FPI's Professional's Convention

2025 FPI Professional’s Convention

The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg. Join us...

ABSIP Financial Services Symposium 2025

We have collectively championed transformation across our institutions. But what has been the tangible impact of our efforts on the broader South African economy? The 2025 Symposium is conceived as a definitive moment to answer this question—to assess our progress, acknowledge our challenges, and strategically define the path forward.

The Crème de la Crème – meet our three finalists

The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet our three finalists: Theoniel McDonald CFP®, Brendan Dunn CFP® and Nicola Langridge CFP®

Reimagining retirement

As financial advisers, helping clients navigate retirement planning is one of the most impactful roles they play. Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, believes there is a better way for clients to plan and structure their finances when they retire by ensuring a sustainable income and blending the need for certainty and flexibility.

The spirit of growth, generosity and renewal

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
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