Six reasons for a strategic active approach to investing in China
Andrew Rymer, Senior Strategist, Schroders, shares six reasons for a strategic approach to investing in China.
Why a Family Office approach is a groundbreaking solution to managing...
When it comes to investing, understanding what women want is simple - sound financial advice that secures their financial wellbeing today and into the future, writes Nicola Langridge, CFP®,
Private Client Holdings.
Mirror Success for Advisors
Kobus Kleyn, CFP®, a distinguished leader in the financial services profession, has launched his latest book, Mirror Success for Advisors, an invaluable resource for financial advisors, offering knowledge and practical advice from Kleyn’s extensive professional experience.
Game of Loans: choosing an income manager
There are several reasons to invest in an income fund – to generate income, to be a ballast in a multi-asset fund or as...
Crypto assets: an evolving landscape
This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
The treatment of pension interests in divorce
Hannah Wilson, Director at Simplifi Law, sheds light on the treatment of pension interests in divorce.
Addressing key risks in a retirement portfolio
One of the challenges advisors face when preparing and managing a client’s retirement plan is to reduce the risk of the client running out...
Profiling financial planners
What are the biggest mistakes that you see clients make?
The biggest mistakes we see clients make are usually related to emotion. People habitually give...
Why customer experience is now considered the number one differentiator
Nathalie Schooling, CEO of nlightencx, stresses the importance of customer experience as the differentiating factor for businesses.
Artificial intelligence
The time to act is now. AI is here. Advisors who delay integrating AI into their practice will be left behind in an increasingly automated world. By mastering your natural intelligence and embracing AI, you will secure your personal and professional future, writes Dr Roddy Carter, Physician, Performance Scientist, Master Coach, Corporate Leader and Author.
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Same Trusted Engine; A Sharper Partner
Because Otto1890’s solutions are modular, a practice can start small and layer on capability as it grows without re-papering clients or rebuilding processes each time. Blue Chip speaks to Claudius Rostoll, head of private client enablement at Otto1890.
The right expertise makes all the difference
How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890.
Regulators in action: Strengthening consumer protection together
With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem.
Pension Fund Adjudicator signals tougher approach on unpaid contributions
The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees.
Sasfin Wealth is now Otto1890
IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890.
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