30 April 2025

Featured

Featured

Redefining wealth: Financial planning for young African professionals in South Africa

Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix
A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage their finances. In South Africa, the financial planning industry has long catered to a predominantly Westernised client base, with traditional plans structured around milestones like buying a home, investing in ...

Featured

How having a bias affects your potential returns as an investor

Florbela_Yates_DTOI5458
According to Florbela Yates, head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts. ...

Thought Leaders

Featured

Redefining wealth: Financial planning for young African professionals in South Africa

Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix
A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage their finances. In South Africa, the financial planning industry has long catered to a predominantly Westernised client base, with traditional plans structured around milestones like buying a home, investing in ...

More Features

succession planning

Succession planning for independent financial advisors in South Africa

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...
vecteezy_discussion-with-a-real-estate-agent-house-model-with-agent_16340937

The hidden complexities of trust beneficial ownership compliance

According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....
Francois Olivier CA(SA), CFA, Portfolio Manager, Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager, Mazi Asset Management

A shift up and to the left

By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk, writes Francois Olivier CA(SA), CFA, Portfolio Manager, Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager, Mazi Asset Management....
Altvest Capital

Impact and returns: why financial planners should consider ACOF

Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....

Events

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

 

Investment Think Tank 2025

 

PROpulsion Tech 2025: Lead the Change

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025, Middelburg

 


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