19 May 2023
Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus. We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023. We hope you find this edition informative and useful.

Featured

Investment

Are private capital markets “risky” investments?

Despite the private capital industry’s proven track record, many investors still view private equity (PE) and venture capital (VC) as risky investments....

Retirement

Rethinking retirement

South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services...

DFM

Independent Investment Solutions

Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets....

DFM

Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas....

Thought Leaders

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
Rob Macdonald, Independent Consultant

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....


More Features

The UFS School of Financial Planning Law celebrates 25 years of inspiring excellence and transforming lives

The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001....

Hollard Investment Managers

Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg....

Join us at the PROpulsion Financial Planning Conference 2026 – The Global Citizen

A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders....

Equilibrium Investment Management

Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives....

Events

Global Financial Planning Conference ALL STARS

 

Join us at the PROpulsion Financial Planning Conference 2026 – The Global Citizen

 

Meet the Managers 2026

 

The Investment Think Tank

 

IRFA 2026 Conference

 

2026 FPI Professional’s Convention

 

Featured podcast

Round Table Series

Offshore Investment: Where, how and how much

Thumbnail of Offshore investment roundtable discussion
Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on offshore investment....

Round Table Series

Offshore Investing – Round Table Discussion

Blue Chip Digital Round Table series: Offshore Investing, getting it right
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right....

Featured

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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