The future of digital currency in South Africa
South Africa is embracing the mainstream adoption of digital currency. However, Roger Eskinazi, Managing Partner at Tickmill, points out that there are several unique challenges that could impede its widespread acceptance and use.
Capturing value for clients from South Africa’s ETF boom
The ETF boom in South Africa is multi-faceted, driven by cost-efficiency, performance and accessibility, writes Kingsley Williams, Satrix. As advisors, understanding these drivers will help you guide your clients better and offer a broader palette of effective investment strategies.
Clicks, conversations, clients: discerning the art of timely advice in modern (family)...
Tim Slatter, Slatter Communications, discusses how the thoughtful integration of digital communication tools allows you to bridge communication gaps.
Enhancing client relationships through strategic touchpoints
Francois du Toit, the Founder of PROpulsion shares how to make your client relationships better by being deliberate in how you talk to them, using technology smartly and some simple tips.
How and why a financial planner should use a DFM
An exclusive Blue Chip discussion with three of the country’s top investment and financial planning professionals focusing on Discretionary Fund Managers and how financial planners can best utilise their services.
Navigating succession: financial advisors retire much later than they realise
A successful succession requires structured planning and negotiation, writes Jaco van Tonder, Services Director at Ninety One
Having a financial planning and investment philosophy is key to influencing...
I am always surprised when I ask a financial planner about their financial planning or investment philosophy and get a blank stare in response. When...
Market movers
The distribution of global market equities is constantly evolving, with structural changes between markets playing a crucial role in driving investment returns. What factors influence these shifts, and how can we gain a deeper understanding of them? Peter Foster, Chief Investment Officer at Fundhouse, explores these questions.
Offshore investing: tax issues and jurisdictions
Three of South Africa’s top investment professionals discuss offshore investing and structuring financial plans to suit each client’s needs and objectives.
Capitalising on global opportunities
According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options.
Advertisement
- Advertisement -
Most Popular
Emerging markets tech: bubble or structural growth cycle?
Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.
Personal advice needs a platform experience to match
Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.
Where value meets macro
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, discusses Macrovalue investing and a probability-based approach to markets.
Amplify Investment Partners
Amplify Investment Partners recently celebrated nine top-tier awards for industry-leading performance.
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.
- Advertisement - 
