The best financial advice starts with your goals, not a product
Momentum Financial Planning CEO Aldert Brink explains why advisers need to move beyond products and help clients navigate increasingly complex financial lives.
Selectivity and discipline matter in 2026
Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.
The Investment Think Tank
The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections.
IRFA 2026 Conference
The IRFA 2026 Conference will address the dual transformation facing African retirement funds.
Building better investment outcomes
Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients.
The International Investing Symposium
Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.
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.
SouthernCross Capital
SouthernCross Capital is 100% owner-managed and has an AUM of R500-million, broken down into R400-million hedge fund and long-only R100-million.
Is there evidence of AI ROI?
Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.
The role of data, CRM systems and risk intelligence in practice...
Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail.
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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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