Newsletter

A trusted partner

Conlias Mancuveni of Hollard Implemented Portfolio Solutions (IPS) writes about the importance of being a reliable partner that empowers advisors.
INN8 Invest

INN8 Invest

INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips.

A winning formula

Rocco Carr (Business Development Manager, Glacier by Sanlam) writes about the importance of combining a living annuity with a life annuity.

Enhancing value and diversification

Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.

Conversations over calculus

Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.

Bateleur Capital

Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004.

Shaping spaces that help great financial planners do their best work

Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning.
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Family Wealth Approved as an FPi Approved Professional Practice™

The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™.

Decomposing fixed income returns

South African bonds have been on a generational run. But where did these returns come from, and were they the result of luck or skill? By Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions

Quality’s cul-de-sac: when great businesses move together

Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse.

Following in the footsteps of excellence

Financial Planner of the Year 2025/26, Nicola Langridge, CFP®, says that some of her most rewarding moments have come from engaging with other planners, challenging ideas, hearing different perspectives and exchanging practical experiences.

Reflections on my first year as the FPI chairperson

Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.
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