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
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
Morningstar Fund Awards 2023
Morningstar, Inc., a leading provider of independent investment research, announced the winners for the South African 2023 Morningstar Fund Awards.
The nuts and bolts of offshore investing
Liam Dawson, Investment Analyst at PortfolioMetrix, provides us with practical considerations for investing in global markets
Global investment opportunities
Effective and holistic diversification is essential for local investors and offshore markets can offer just that, says Eugene Botha, Deputy Chief Investment Officer of Momentum Investments.
The Capital Legacy way
Capital Legacy is a formidable wills and estate administrator which has 14 offices countrywide, more than 1 000 staff members, and has exceeded half a million wills drafted. Blue Chip speaks to Brandon Garbutt, COO of Capital Legacy.
The use of AI in investment platforms
One of the benefits of using artificial intelligence (AI) in our investment platform of the future is enabling financial advisers to make better decisions, says Hymne Landman, head of Momentum Wealth.
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.
The future of financial planning: aspects and solutions
A group of 13 financial planners met in 1969 in Chicago and started what is now known as the CFP Board in the US. Over the years, this profession and the related designation of CERTIFIED FINANCIAL PLANNER® professional, has gained international recognition. By Nici Macdonald, CFP®
Time, relationships and control – the unexpected investment triage | By...
The further into the future a person can envision their lives, the greater their economic stability says, Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
