Why business awards matter
Whether you’re a financial planner, fashion designer or fireman, awards are a great way to enhance your reputation, boost company morale and maintain talent.
The challenge of managing humans, not assets
How will your client judge the value of your work when they evaluate it in the future? The ability to facilitate a conversation that transports the client into the future, disconnecting themselves from the present, is a skill we all need to develop and practice.
How many of your clients really care about asset allocation?
What do your clients care about the most? Guy Holwill, CEO, Fairbairn Consult, asks the question: Wouldn’t it be better if you structured your conversations around the thing that matters most to your clients: whether they are on track to achieve their financial goals?
The future of investing
Grant Locke, Head of OUTvest, describes how OUTvest helps financial advisors streamline the way they do business and thereby scale their advice practice, with a powerful white-label investment platform, designed from the ground up to focus on helping investors achieve their objectives.
How the Fourth Industrial Revolution is creating the need for new...
In this, the first of a four-part miniseries, Kenny Rabson, CEO of Discovery Invest, delves into the digital disruption of work and why it is contributing to an urgent need for a paradigm shift when it comes to planning for financial freedom.
Snakes and ladders – the industry technology integration game
The ability for a business to be able to make best-of-breed technology decisions is spectacularly enhanced by its integration options. Jen McKay, Director at Linktank, believes it is fair to say that such a technology model cannot sustainably endure without integration.
Forging financial futures at the University of Johannesburg
Sumaya Naidu is currently the programme manager for Financial Planning in her department at the University of Johannesburg (UJ). She speaks about the many initiatives implemented by her department to advance the career development of their students.
Just launched: Riscura introduces two exciting CIS portfolios
The CIS portfolios, the RisCura High-Equity Prescient Fund of Funds and RisCura Low-Equity Prescient Fund of Funds, employ a combination of best-of-breed specialist boutique managers that ensure greater responsiveness and the ability to trade in volatile market conditions.
Rootstock Investment Management
Rootstock Investment Management aims to compound real wealth over long periods of time. We are a focused global-equity fund manager with an active, long-term, equity-bias approach. We employ a consistent strategy: holding a concentrated portfolio of high-quality businesses.
Top Wealth Manager in SA 2021
Private Client Holdings has been awarded Top Wealth Manager of the Year for the boutique firm category by Intellidex Top Private Banks & Wealth Managers 2021, published by Financial Mail Investors Monthly. Blue Chip spoke to Grant Alexander, founder of Private Client Holdings.
