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Four questions on investing in a geopolitically uncertain world

John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.

COFI readiness

Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"

The digital gateway to visibility and trust for financial planners

Rizanne Oosthuisen-Botha, founder and CEO of ProfileMe, believes that the less effort it takes to do business, the easier it is for clients to say yes.

What makes a succession plan practically executable?

Kevin Feather of Galileo Financial Planning explores the practical question of what makes a succession plan executable

The quiet power of planting trees for tomorrow

Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.

Using multiple financial advisors may hurt your wealth

Mark MacSymon (Wealth Manager, Private Client Holdings) writes that diversifying financial advice is not the same as diversifying your investment portfolio.
Coreen van der Merwe, director at Sovereign Trust (SA) Limited

The TT and trusts: legacies in the Isle of Man

Coreen van der Merwe, director at Sovereign Trust (SA), writes about The Isle of Man TT, arguably the most dangerous motorbike race in the world.

A winning formula

Rocco Carr (Business Development Manager, Glacier by Sanlam) writes about the importance of combining a living annuity with a life annuity.
Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it.

Ignore asset allocation at your peril

In their seminal piece titled Determinants of Portfolio Performance (1986), Brinson, Hood and Beebower set out to explain the variance of portfolio returns by deconstructing the quarterly returns of 91 large US pension plans over the period 1974 to 1983 into asset allocation and security selection decisions writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions.
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Two sides of the same coin

What is the most prudent approach when you’re dealing with so much unpredictability and such extreme volatility? By Chris Paizis, Managing Director, Absa Group.

Quantamental investment process

Jean Pierre Verster, CEO at Protea Capital Management, explores systematic, quantamental portfolio construction.

Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry.

The PROpulsion LIVE show is coming off the screen and into the room

PROpulsion Connect will bring financial planning professionals together in Cape Town on 19 August 2026 for an in-person experience built around practical conversations, sharper ideas, and meaningful connection.

Peregrine Capital

Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.
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