Leverage the hedge
South African equity hedge funds have consistently outperformed equity funds over the last three to five years, so why don’t more financial advisors allocate...
Encouraging women to invest more
Q&A with Sonja Saunderson, Chief Investment Officer at Momentum Investments.
Impressive returns
The HedgeNews Africa Awards 2019 took place at a gala dinner at the Vineyard Hotel in Cape Town on 20 February.
Financial planning while a storm is raging
People are scared, confused and vulnerable. We believe that this is your time to shine.
Humans Under Management
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, discusses the impact of COVID-19 on your client’s financial plan.
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Brittle financial health: the male crisis hiding in plain sight
We talk about money scripts, disorders and dysfunctions as if all financial distress manifests in the same way. It doesn’t, and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State.
When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
Edify Fund Managers
Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.
Blending families, balancing futures
The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth.
A conversation for perspective: the first step in influencing client decisions
Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done.
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