Offshore Investment: Where, how and how much
Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on
offshore investment.
Offshore investments vs offshore endowments
When investing directly offshore in foreign currency instead of rands, there are generally two options to consider on an offshore investment platform, says Martiens Barnard, Marketing Actuary at Momentum Investments.
Global model portfolios for your advice practice
The new Equilibrium global model portfolios, sub-managed by our London based investment business, Momentum Global Investment Management (MGIM), gives South African investors access to a diversified range of global opportunities across a broad range of asset classes, countries, companies, currencies, and market sectors.
Offshore Investing – Round Table Discussion
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.
The nuts and bolts of offshore investing
Liam Dawson, Investment Analyst at PortfolioMetrix, provides us with practical considerations for investing in global markets
Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
Offshore investments: Is there a magic number?
Offshore investing is no longer a luxury reserved for a few, says Jean Minnaar, Managing Director of Old Mutual Wealth Private Client Securities.
How much offshore is enough?
While investing is certainly rewarding it can be complex. You will have questions along the way and Old Mutual Wealth is here to help you find the answers
Why the multi-management model works
Kagiso Matole, Portfolio Manager, Novare explains that choosing a multi-management portfolio comes down to personal appetite for risk. While the function of funds of funds is to reduce risk, there remains varying levels of risk attached to various portfolios, depending on how they are constituted and managed.
Crown your wealth
Based in Guernsey, Momentum Wealth International operates a truly offshore platform, offering investment and insurance products to clients in South Africa and the Middle and Far East. Blue Chip speaks to managing director Robert Rhodes about investing in Guernsey.
