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Rugby Player Making a Dropped Goal

A consortium, represented by Altvest Capital, submits landmark expression of interest...

A South African-led consortium, including Altvest Capital, 27four, EasyEquities, and RainFin, has formally submitted its Expression of Interest (EOI) to the South African Rugby Union (SARU) for the management and commercialization of the iconic Springbok brand's commercial rights.
investment megatrends 2025

Top 3 investment megatrends for 2025 identified

The deVere group identifies the three investment megatrends that will dominate 2025.

Outlook 2025: Income, returns and resilience – opportunities in public and...

Johanna Kyrkland, Group Investment Officer at Schroders, suggests that the current economic environment remains favourable for returns. However, she emphasises that diversification is crucial for creating robust portfolios.

Redefining financial advice for meaningful impact

Momentum is dedicated to re-humanising financial planning by recognising the emotional and societal dimensions of money, writes Sonja Steyn, Momentum.
investment opportunities

The 4D filter to unlocking infinite investment opportunities for your clients

Before allocating any of your client's funds into the investment market, consider these four key dimensions to effectively transform their investment goals into a concrete financial plan, advises Sherwin Govender, Business Development Manager at Glacier by Sanlam.
people walking over crosswalk

What wealth advisers think, according to Schroders’ Global Investor Insights Survey...

Schroders' 2024 Global Investor Insights Survey reveals how wealth advisers are adapting to an evolving landscape, with insights on sentiment, private markets, AI and intergenerational wealth transfer.
Opportunity_111_-_Article_36325_-_pexels-shkrabaanthony-7144185

Fostering financial wellness

How do you define "financial wellness"? At iMasFinance, financial wellness is not just what we offer; it's the core of who we are and what...
Ai and human partnership

Client experience in the age of AI

Although AI enhances our efficiency, it cannot replace the trust, empathy, and understanding that are fundamental to an exceptional client experience, writes Kobus Kleyn of Kainos Wealth.
Kathryn van Dongen, Group COO, Carmel Wealth

Supporting the entrepreneurial spirit of IFAs in a market ripe for...

Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them..

Benefits of outsourcing non-expertise functions as a small firm

As small firms, among the challenges we face is choosing the right outsourced people to work with as the business grows, while aligning with what is needed to be operationally fit in a complex regulated industry.
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Are private capital markets “risky” investments?

Despite the private capital industry’s proven track record, many investors still view private equity (PE) and venture capital (VC) as risky investments.

Rethinking retirement

South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services

Independent Investment Solutions

Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.

Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.

The future of healthcare financing

South Africa’s healthcare financing landscape is shifting rapidly under the pressure of rising costs and economic uncertainty, writes James White, Director, Sales and Marketing, Turnberry Management Risk Solutions.
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