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 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.
Removing the jargon from your investment goals
Florbela Yates, Head of Equilibrium, discusses the robustness of South Africa’s financial investment protections, covering the risks and defenses linked to banks, insurance firms, and unit trusts, and the role of LISPs in controlling and securing investments.
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.
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COFI: A strategic reset for financial advice
The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
Catering for bespoke needs
Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.
The behavioural alpha – hedge funds offer more than an investment solution
The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.
When it comes to performance hedge funds are not all made equal
Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.
Retail Investor Hedge Funds come of age
This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
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