17 July 2024


Featured

Hedge Funds

Considerations for retail and institutional investors when incorporating hedge funds into investment portfolios

A careful consideration of how hedge funds fit into an overall investment strategy is crucial for both institutional and retail investors, as is close attention to regulatory requirements. By Rob Macdonald, , an independent consultant, author and CFP® Professional....

Cryptocurrency

Bitcoin in South African portfolios: Why a small allocation makes sense

This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa....

Hedge Fund Managers

Bateleur Capital

Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa....

Thought Leaders

Investment

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Grant Alexander, Founder and Director, Private Client Holdings
Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings....

Retirement

Capital Protector: A practical approach to retirement certainty

The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains....

More Features

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

FPSB honours two leaders for outstanding contributions to the financial planning profession

Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award ...

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. ...

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance....

Events

2025 Financial Planning Summit

 

2025 FPI Professional’s Convention

 


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