Estate Planning

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Real estate market rebasing: What does it mean for investors?

Kieran Farrelly, Global Head of Real Estate Solutions at Schroders, reveals how to harness long-term real estate opportunities in today's market conditions.
Estate planning

Estate Planning – 2C or not 2C

Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
Signing will

Things to consider when drafting your Will and naming an Executor

When nominating an executor, it’s important that this person has the required professional skills, capacity, experience and resources to effectively manage your estate.
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Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer

Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year. Brandon made the announcement to...
Sarah Love

Managing digital assets through an estate planner’s lens

Sarah Love, CFP, shares three things you may not know about digital assets.
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Anchor Capital brings high-conviction active strategies to the JSE in low-cost ETFs

Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure.

Unpacking the Investment Merit of Responsible Investing: A Webinar for South African Financial Planners

South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients.

Responsible Investing and Investment Merit

WEBINAR: How integrating sustainability into investment decision-making is a crucial part of building resilient client portfolios.

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.

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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