Blending annuities
Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges.
Why hedge funds should be core to pension fund portfolios
Hedge funds offer steady, risk-managed returns – but why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments.
Legacy with purpose: empowering South Africans through knowledge
Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all.
UJ joins the CPD landscape with a dynamic Masterclass series
University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series.
Learnings from the field: IFA mergers and acquisitions
Kathryn van Dongen (Group COO, Carmel Wealth) shares what she has learned about IFA mergers and acquisitions through her work with top IFA practices.
From wealth to wellbeing: helping clients thrive, not just survive
Behavioural science has shown that an individual's relationship with money is surprisingly complex, writes Marius van der Merwe, CEO, Amity Investment Solutions.
Mazi Asset Management – African Roots. Global Vision.
Mazi Asset Management is a world-class fund manager rooted in African heritage that believes in the power of diversity and its ability to deliver results operating as a fundamental bottom-up asset manager.
Accountability: taking ownership of outcomes
Kobus Oosthuizen (CFP®, Manager: Legal & GRC, FPI) discusses the importance of accountability and why the FPI has added it to their Code of Ethics.
3% Inflation could change everything
A lower inflation benefit to society does not necessarily align with higher investment returns. How should we consider the impact on financial planning? By Peter Foster, Chief Investment Officer, Fundhouse.
Building private equity allocations: Why wealthy investors have an advantage in...
Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors.
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Protea Capital Management
Protea Capital Management is an investment management firm domiciled in South Africa, investing globally. The firm follows a proprietary “quantamental” investment approach, combining traditional...
How DIY investing fits in with financial advice: A conversation with Kapil Joshi
DIY investing has surged in popularity, but where does professional advice fit in? The Finance Ghost sat down with Kapil Joshi of Momentum Wealth to unpack the rise of DIY investing, the risks, and the role of financial advisers.
Outlook 2026: Robust earnings and ongoing investment in new technologies may continue to support...
Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.
Scaling new heights
Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.
Retirement, financial education, and the curious role of AI
David Venter (Head of School: Milpark School of Financial Services) writes about the irony that retirement knowledge doesn’t change behaviour, and reveals how best to turn retirement numbers Into action.
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