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Bitcoin in South African portfolios: Why a small allocation makes sense

This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.

Bateleur Capital

Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.
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The key factors that matter to financial advisers

Florbela Yates, Managing Director at Equilibrium explores seven key factors that can contribute to financial advisers' success.
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

FPSB honours two leaders for outstanding contributions to the financial planning...

Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award

What leadership means to Consult’s new CEO

As the newly appointed CEO of Consult by Momentum, one of South Africa’s largest independent financial advice businesses, Johan Minnie shares his vision for a more human, purpose-driven approach to leadership – one that puts people first.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward.

The power of understanding financial behaviour

How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.

Investment partnerships breed hedge fund excellence

Amplify Investment Partners’ managing director Wade Witbooi explains the value that Amplify brings to the table and predicts a bright future for both his business and the industry as a whole.

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.

Amplify Investment Partners

Based in Tygervalley, Cape Town, Amplify Investment Partners is a registered discretionary Financial Services Provider, which holds a FAIS Category I, II and IIA licence (FSP No. 712).
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Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact

The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.

Alternative sources of return

Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.

Creditworthiness key to client relations

Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.

How important are the non-investment services of a DFM?

Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Rob Macdonald, Independent Consultant

Client agency

Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.
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