Company Insights

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.

Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.

What really matters when choosing offshore unit trusts

When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...
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AI is a force multiplier

Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.

AI: levelling the playing field

It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.

Financial Intermediaries Association of Southern Africa leadership changes

The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Rob Macdonald, Independent Consultant

Conversation as technology and how it influences outcomes

In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.

The hidden drivers of estate conflict

Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
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