Brought to you by Financial Planning Institute of Southern Africa
14 March 2023
Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you. Experts have shared insights and recommendations on the current state of the advice tech landscape, multi-asset funds, the impact of COFI on FSPs, gas stabilization of the national economy, and organizational objectivity. Thank you for choosing our newsletter as your source of information. We hope you find it valuable and informative. Please feel free to share your feedback with us.

DFM Round Table Discussion


Lead Features

DFM

Discretionary Fund Manager (DFM) listings 2026

The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide....

DFM

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”....

Offshore

Offshore investing and the diversification trap

Offshore investing is rarely about a single goal writes Eugene Taljaard, regional manager at Momentum Wealth International....

Hedge Funds

The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2026 Blue Chip Hedge Fund Guide is the second edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles. ...


Thought Leaders

Discretionary Fund Manager (DFM) listings 2026

The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide....

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”....

Latest Ebook


Investment

Discretionary Fund Manager (DFM) listings 2026

 

Optimum Investment Group (OIG)

 

Offshore investing and the diversification trap

 

The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa

 

*|LIST:DESCRIPTION|*

Unsubscribe *|EMAIL|* from this list.

Copyright (C) *|CURRENT_YEAR|* *|LIST:COMPANY|* All rights reserved.
*|HTML:LIST_ADDRESS_HTML|*

*|IF:REWARDS|* *|HTML:REWARDS|* *|END:IF|*