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May/Jun/Jul 2025

Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group

Client confidence beyond the wrapper: engaging investors on investment safety

According to Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group, financial planners need to demystify an increasingly complex array of products in today’s investment landscape.
Zeldeen Müller, CEO, AgendaWorx

Three AI tricks to make your clients love you more

Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
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Altvest Capital's banners on road

Altvest credit opportunities fund reports transformational year of growth and impact in 2025 

The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.

A home for independent financial planners

There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Brandon Zietsman, CEO and Founder, PortfolioMetrix

Pioneer in the DFM space

PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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