Is everything becoming AI – and how can you respond without...
How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?
AIP Capital Management
AIP Capital Management was founded in August 2017. The company has an AUM of R920-million, with 30 clients on their books.
Visio Fund Management
Visio Fund Management is based primarily in Johannesburg and Cape Town, South Africa, and also has a research presence in the USA, Israel and Australia.
2026 FPI Awards are officially open
The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.
Terebinth Capital
Founded in 2013, Terebinth Capital is a research-focused, client-centric money manager that is located in Bellville, Cape Town.
SouthernCross Capital
SouthernCross Capital is 100% owner-managed and has an AUM of R450-million, broken down into R350-million hedge fund and long-only R100-million.
Senqu Capital
Launched in 2016, Senqu Capital is an independent investment manager based in Johannesburg and founded by Stephen Carew and Andrew Crawford, both formerly of Capricorn Fund Managers.
Stocks for the long run… but what’s the catch?
Neil Padoa, Head of Global Developed Markets at Coronation Fund Managers, discusses equities, their volatility and reveals why they remain the most powerful engine for delivering long-term returns.
Let the main thing remain the main thing
The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald.
How collaboration shapes smarter global investments
Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.
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Why are more South Africans returning to their retirement savings?
Why are more South Africans returning to their retirement savings?
Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today.
Modern portfolio thinking: How diversification is evolving for today’s markets
In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.
Listening: the financial planner’s “tape measure”
The key to ensuring the financial plan fits the client’s life, not just their wallet.
ABSA: Putting client needs at the centre of portfolio decisions
Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.
Future-proof your move: why your next qualification should be immersive
With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.
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