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19 May 2023
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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.
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The Isle of Man is famous for many things, but nothing defines it quite like the TT: a motorbike race so fast, so technical and so unforgiving that even veteran riders describe it as a test of absolute precision....
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Blue Quadrant Capital Management is a Cape Town-based, owner-managed asset manager that currently has around R900-million assets under management....
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When it makes sense to combine a living annuity and life annuity, by Rocco Carr, Business Development Manager, Glacier by Sanlam....
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Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure....
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AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
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Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes....
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Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004....
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Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on
offshore investment....
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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....
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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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