Client confidence beyond the wrapper: engaging investors on investment safety
According to Vuyo Nogantshi, Head
of Distribution: Index and Structured Solutions, Absa Group, financial planners need to demystify an increasingly complex array of products in today’s investment landscape.
INN8 Invest
INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions.
Equilibrium Investment Management
Equilibrium empowers financial advisors with expert investment management solutions by streamlining your workflow, fostering collaboration, and delivering exceptional service.
Improved balance in your practice
Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Understand the price you pay for investing in America
Anyone who has travelled to the United States recently has at some point experienced “sticker shock”. For those looking to invest in American companies, the experience may be no different, writes Jonathan Wernick Global Equity Analyst, Sasfin Wealth.
Who should pay the DFM its fees?
Investors pay for the expertise of a Discretionary Fund Manager (DFM), but the fees are often offset by access to cost-saving strategies and discounted fee classes—ensuring that professional portfolio management remains a valuable investment. Learn more here.
US election provides both red flag and pat on the back for...
Helen Macdonald states that the 2024 election results in South Africa were met with widespread optimism and showcased South Africa’s robust and innovative electoral and legal system. However, we should also view the 2024 Trump victory in the US as a red flag.
How people become wealthy
The Mazi Global Equity team embraces a quality investment philosophy designed to tackle these challenges. Their approach ensures that only genuinely high-quality companies make the cut—those with low debt, sustainable cash flows, and high returns on invested capital.
Portfolios built for prosperity
Capital Internationals Group's collaborative approach enables them to better understand your business, adapt to its unique requirements and ensure that your client needs come first.
How important is investment performance for a DFM?
As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?
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Securing a legacy
According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated. The true architect of enduring wealth is investing in high-quality companies whose value grows and compounds over time.
What is keeping the next generation of wealthy families awake at night
A panel discussion with next-gen family members at Stonehage Fleming’s annual Family Conference highlighted the pressures, opportunities and critical factors that could determine whether families and family businesses thrive or falter across generations.
Well positioned to thrive
Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, offers her thoughts on the current DFM landscape.
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