Advisers’ Next Big Thing
Ring-fencing future revenue takes early tactics and forethought. For advisers, now is the moment to identify the clients of the future and get them onto the books, says Deon Theunis, Head of Intermediary Support, Sanlam Risk & Savings
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INN8 Invest
INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips.
The TT and trusts: legacies in the Isle of Man
The Isle of Man is famous for many things, but nothing defines it quite like the TT: a motorbike race so fast, so technical and so unforgiving that even veteran riders describe it as a test of absolute precision.
Blue Quadrant Capital Management
Blue Quadrant Capital Management is a Cape Town-based, owner-managed asset manager that currently has around R900-million assets under management.
A winning formula
When it makes sense to combine a living annuity and life annuity, by Rocco Carr, Business Development Manager, Glacier by Sanlam.
Building personal relationships
Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry.
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