When is the right time to take your wealth offshore?
Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust.
Partner with Glacier Invest to unlock infinite investment opportunities for your...
Glacier Invest’s leadership in South Africa’s discretionary fund management space enables them to deliver unparalleled investment and operational support to financial intermediaries.
MitonOptimal South Africa
For over 25 years, Cape Town-based MitonOptimal has established enduring partnerships with advisors by emphasising innovation, adaptability and a steadfast client-centric approach.
ETF evolution: global and South African trends driving the future of index...
According to Fikile Mbhokota, CEO at Satrix, the ETF market is evolving at an unprecedented pace, reshaping global investment landscapes.
What 25 years as a market pioneer taught us about South...
Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how.
A shift up and to the left
By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk, writes Francois Olivier CA(SA), CFA, Portfolio Manager,
Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager,
Mazi Asset Management.
South Africa’s Q1 GDP: A marginal win, but still a long...
South Africa's first-quarter GDP growth remained sluggish at 0.1%, narrowly exceeding market forecasts of a 0.1% contraction. Despite this slight improvement, Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, cautioned that the uptick is "not something to celebrate," emphasising that the economy continues to struggle with an extended period of low growth.
The Robert Group
According to John Robinson, DFM Specialist at The Robert Group, TRG Private Wealth is dedicated to the empowerment of financial advisors through innovative solutions that drive success.
Impact and returns: why financial planners should consider ACOF
Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital.
Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and...
Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
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Building wealth through consistency
Therese Grobler, Head of Wealth Management at Momentum Financial Planning, explains why she believes South Africans need a new savings mindset.
Differential Capital
AI-led investing. Conviction-driven outcomes. From inception the firm has embedded artificial intelligence at the core of its investment process – combining machine learning, data...
COFI is not the disruptor. It’s the accelerator
The advice industry in South Africa has never stood still. Over the past two decades, we have seen steady progression in professionalism, compliance standards and client outcomes. COFI does not change that trajectory. It accelerates it.
Why good people ignore good processes
Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting.
Oyster Catcher Investments
Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg.
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