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?
Levelling the playing field: Exchange control reforms and ETF growth in...
Ben Meyer, Managing Director at Prescient Capital Markets, unpacks how recent regulatory reforms could unlock significant growth in SA’s ETF market.
Should a financial planner use more than one DFM?
Most financial advisors in South Africa currently only use one discretionary fund manager (DFM), but some bigger practices have diversified their clients’ investments to...
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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.
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.
Hedge fund manager and fund listing
This list of hedge fund managers and hedge funds has been supplied by the companies featured. It does not claim to be an exhaustive list, but rather gives an indication of the range of businesses offering hedge funds.
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...
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.
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