Clients can invest up to 100% of their investment assets offshore,...
While the allure of offshore investments is undeniable, careful deliberation is essential, writes Hymne Landman, CEO of Momentum Wealth.
The power of balance in your advice practice
Equilibrium has successfully grown its market share over recent years, built on good investment outcomes and by adding value to advice practices, writes Riaan Bosch, portfolio manager at Equilibrium.
The pinnacle of wealth curatorship
True wealth management is a subtle transformative process that connects a unique combination of elements to create a powerful outcome. It requires a specific mindset, a distinct philosophy and a true depth of expertise. Private Clients by Old Mutual Wealth has mastered these elements. We speak to the Head of Proposition and Business Development, Jaco Gouws.
Cryptocurrency’s evolution
The cryptocurrency market’s journey underscores its transition from a speculative novelty to a complex financial ecosystem, writes Kobus Kleyn of Kainos Wealth.
Why choose semi-liquid funds for investing in renewable infrastructure?
There are more opportunities for private investors to access renewable energy investments today, write Duncan Hale and Jack Wasserman of Schroders.
Avoiding The Behavioral Pitfalls of Bitcoin
Bitcoin has taken over the world and there are critical measures that investors need to be aware of, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity
Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth.
Navigating a changing landscape
Blue Chip chats with David Crosoer, Chief Investment Officer at PPS Investments, about the opportunities and challenges investors are having to navigate across the investment landscape.
What is impacting the investment landscape?
Ferdi van Heerden, chief executive officer at Momentum Investments, explores the key elements that shape investment decisions and strategies.
Financial planner as Choice Architect
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices.
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The liquidity advantage: why ETFs should play a bigger role in institutional asset allocation
As the investment landscape becomes more complex and cost-sensitive, ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.
The hidden dangers of being a trustee: are you or your clients exposed?
The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary.
When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
Brittle financial health: the male crisis hiding in plain sight
We talk about money scripts, disorders and dysfunctions as if all financial distress manifests in the same way. It doesn’t, and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State.
Edify Fund Managers
Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.
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