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How do SPs fit into the South African investment landscape?

Structured products are gaining traction in South Africa, complementing traditional asset classes through more customised risk management amid technological and regulatory change.

Alexforbes named South African Manager of the Year at the Raging...

Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.

The 2026 guide to structured products in South Africa

Exclusive: The 2026 Structured Products Guide is now available as an eBook. This guide features a range of highly informative introductory articles about structured products in South Africa and provide profiles of leading companies offering structured products in South Africa.

Is everything becoming AI – and how can you respond without...

How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?

AIP Capital Management

AIP Capital Management was founded in August 2017. The company has an AUM of R920-million, with 30 clients on their books.

Why advisers hold the key to client peace of mind when...

Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, describes the pivotal responsibility of financial advisers, not just as financial and investment planning experts, but as trusted partners.

Visio Fund Management

Visio Fund Management is based primarily in Johannesburg and Cape Town, South Africa, and also has a research presence in the USA, Israel and Australia.

2026 FPI Awards are officially open

The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.

Terebinth Capital

Founded in 2013, Terebinth Capital is a research-focused, client-centric money manager that is located in Bellville, Cape Town.

SouthernCross Capital

SouthernCross Capital is 100% owner-managed and has an AUM of R450-million, broken down into R350-million hedge fund and long-only R100-million.
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AI is a force multiplier

Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.

AI: levelling the playing field

It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.

Financial Intermediaries Association of Southern Africa leadership changes

The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Rob Macdonald, Independent Consultant

Conversation as technology and how it influences outcomes

In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.

The hidden drivers of estate conflict

Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
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