27 September 2024


Featured

Offshore

The TT and trusts: legacies in the Isle of Man

Coreen van der Merwe, director at Sovereign Trust (SA) Limited
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....

Hedge Funds

Blue Quadrant Capital Management

Blue Quadrant Capital Management is a Cape Town-based, owner-managed asset manager that currently has around R900-million assets under management....

Thought Leaders

Financial Planning

AI is not coming for your financial planning job

Zeldeen Müller, CEO, AgendaWorx
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....

More Features

Anchor Capital brings high-conviction active strategies to the JSE in low-cost ETFs

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....

A DFM who is not just talking technology

AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....

Conversations over calculus

Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes....

Bateleur Capital

Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004....

Events

Unpacking the Investment Merit of Responsible Investing: A Webinar for South African Financial Planners

 


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