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A dream holiday!

Starting retirement on a high note: The power of planning a...

Ricardo Teixeira, Chief Operating Officer for BDO Wealth Advisors, believes that planning a dream holiday provides an ideal start to retirement and helps ease the often turbulent transition into that period. He encourages new retirees to shift from a “saving” mindset to a “reward” mindset.
solar panels and wind turbines

Three ways in which the energy industry must change and what...

Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
Photo of Jako De Jager

How you can invest in future trends

Jako de Jager, head of retail portfolio solutions at Momentum Investments, shares six trends that will affect the global economy in 2023 and beyond.

Investing without a crystal ball

The main purpose of investing is to take advantage of differences between market participants’ expectations and underlying economic activity says, Leon Michaelides, Equity Portfolio Manager, Matrix Fund Managers.
Investing in ESG

ESG investing: Taking the passive versus active debate to a new arena

Investment strategies focused on environmental, social and corporate governance (ESG) metrics have risen to prominence over the past decade.
Oil rig

A new energy bank aims to increase private investment in African...

Global investors are shying away from hydrocarbons, leaving the continent without the investment it needs if it is to capitalise on its resources.
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.
Photo of Brandon Garbutt

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.
Burning tire

A failing state?

As South Africans, we tend to forget that our history is filled with apparent existential crises. To gain a better perspective on the current situation, it is valuable to take a look into the past, says Wallace Barnes CA(SA), Analyst, Steyn Capital Management
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Coreen van der Merwe, director at Sovereign Trust (SA) Limited

When is the right time to take your wealth offshore?

Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust.
Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald
Preparing Next Gen heirs for the complexities of managing the family fortune

Preparing the Next Gen heirs for the complexities of managing the family fortune 

Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
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