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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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But the true architect of enduring wealth? People who patiently invest in high-quality companies that grow and compound over time. Think Warren Buffett and Berkshire Hathaway, Bernard Arnault and Louis Vuitton Moët Hennessy, Bill Gates and Microsoft, Mark Zuckerberg and Meta and closer to home, icons Jannie Mouton and PSG, Michiel Le Roux and Capitec ...
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Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation....
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Save the date for the 2025 Humans Under Management Conferences...
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Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics....
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The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024....
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Several crucial investment lessons emerged from 2024 – a year in which investor expectations were thwarted time and again writes Murray Anderson, Head of Retail at Prescient Investment Management....
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Zeldeen Müller, Founder and
CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind...
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As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?...
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Ben Meyer, Managing Director at Prescient Capital Markets, unpacks how recent regulatory reforms could unlock significant growth in SA’s ETF market....
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There are alternatives for advisors who don’t want to partner with a DFM, but each has its drawbacks. Find out more in the 2025 DFM Guide......
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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....
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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....
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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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