Home Round Table Series

Round Table Series

Investing offshore and how to structure financial plans to suit each...

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on investing offshore and how to structure financial plans to suit each clients needs and objectives.
Advertisement
- Advertisement -

Most Popular

INN8 Invest

INN8 Invest

INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips.
Coreen van der Merwe, director at Sovereign Trust (SA) Limited

The TT and trusts: legacies in the Isle of Man

The Isle of Man is famous for many things, but nothing defines it quite like the TT: a motorbike race so fast, so technical and so unforgiving that even veteran riders describe it as a test of absolute precision.

Blue Quadrant Capital Management

Blue Quadrant Capital Management is a Cape Town-based, owner-managed asset manager that currently has around R900-million assets under management.

A winning formula

When it makes sense to combine a living annuity and life annuity, by Rocco Carr, Business Development Manager, Glacier by Sanlam.

Building personal relationships

Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry.
- Advertisement -