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Investing offshore and how to structure financial plans to suit each clients needs and objective

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on investing offshore and how to structure financial plans to suit each clients needs and objectives.

Retirement Planning – Round Table Discussion

Retirement planning: guiding clients to financial independence oun d Table discussion holding slide
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on retirement planning and guiding clients to financial independence.

Three ways in which the energy industry must change and what this could mean for investors

solar panels and wind turbines
Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
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meet our thought leaders

Warren Ingram
Warren Ingram, CFP® is the co-founder of Galileo Capital and author of Global Investing Made Easy.
Dr Rika van Zyl
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insights and analysis

Outlook 2026: Robust earnings and ongoing investment in new technologies may continue to support...

Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.

Unpacking absolute return: Is this the most misunderstood strategy in today’s market?

Absolute return strategies are favoured for their resilience during tough trading conditions and their ability to drive long-term wealth creation, writes Thato Moitsemang, Portfolio Manager at Glacier Invest.

A changing world

This year, 2025, will go down in history as an important turning point for the world, writes George Herman, Chief Investment Officer, Citadel.

in the spotlight

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth.
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features

Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.
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