Company Insights

What to look out for in an offshore platform

For South African clients, Momentum Wealth International provides a gateway to global markets through a secure and flexible platform designed to meet diverse financial goals, writes Hymne Landman, CEO at Momentum Wealth.

Private Markets Outlook Q2 2026: five key takeaways for wealth investors

Private markets offer resilience and opportunity amid volatility, disruption and structural change, writes Nils Rode, Chief Investment Officer, Schroders Capital.

Reclaiming your future through financial freedom

Aldert Brink, CEO of Momentum Financial Planning, explores the concept of financial freedom as a critical, yet often overlooked, dimension of personal empowerment.

FPI Retirement and Investment Masterclass

Learn from industry experts in the FPI's Retirement & Investment Masterclass

Maximising offshore allocation in a living annuity

South African living annuity investors may face unexpected offshore exposure limits when providers reach their regulatory thresholds, writes Martiens Barnard, marketing actuary at Momentum Investments.

Our profession must help the profession grow

A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future.

Why are more South Africans returning to their retirement savings?

Why are more South Africans returning to their retirement savings?  Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today. 

Building diversified portfolios for uncertain times

Recent weeks have been riddled with uncertainty caused by the conflict in Iran and the significant impact on energy supplies. At the same time, we are dealing with unprecedented AI disruption, with uncertain consequences for labour markets and business models. 

A long-term perspective on tax-free investments

Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, discusses the importance of tax-free investments in a broader financial plan.

When AI steps off the screen: the real-world revolution

Stuart Copley (Head of Investment Process at Fundhouse) explores how real-world AI is emerging, why it matters and why investors should pay attention.
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Catering for bespoke needs

Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.

The behavioural alpha – hedge funds offer more than an investment solution

The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.

When it comes to performance hedge funds are not all made equal

Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.

COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.

Retail Investor Hedge Funds come of age

This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
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