Company Insights

Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.

From hero advisors to professional systems

How Consolidated Wealth Group is making advice quality repeatable.

Is multi-asset prime brokerage becoming essential for the modern hedge fund?

Many argue that the global financial crisis permanently changed the relationship between hedge funds and their prime brokers, writes Chris Edwards, Managing Director and Head of the Prime Services, and the Index and Structured Solutions businesses at Absa Bank.

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.

Offshore investing isn’t just about diversification

Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.

MitonOptimal

MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.

Relevant, effective and decisive

Nadir Thokan and Fay Khan share insights into how Investment Solutions by Alexforbes (IS) assists advisors in servicing clients effectively

Geopolitical risk can’t be forecast but investors can control their instincts

Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context, writes Johanna Kyrklund, CIO, Schroders.

Rethinking retirement

South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services

Independent Investment Solutions

Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.
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Rozendal Partners

Rozendal Partners is an independent investment management firm based in Cape Town that manages a South African hedge fund, a global equity fund and a limited number of segregated mandates, with assets under management amounting to R3.5-billion.

Palesa Dube, Centillion Wealth Advisory

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

Kevin Swartz, Absa Group

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

EXCLUSIVE: Latest Round Table – Structured Products

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

Luvhani Makoni, Standard Bank Group

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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