29 July 2026

EXCLUSIVE: Round Table Series

Newsletter Round Table

Do inward-listed investments use your offshore allowance?

Kevin Swartz of Absa shares his thoughts on the difference between structured products classes....


Featured Articles

Investment

Corporate activism: Unlocking value beyond traditional investing

Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments....

Investment

What matters most to investors during “permanent” volatility? 

Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders. ...

FPI Updates

FPi announces 2026 Financial Planner of the Year finalists

South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professional's Convention....

Investment

Building better investment outcomes

Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. ...


Thought Leaders

The best financial advice starts with your goals, not a product

Momentum Financial Planning CEO Aldert Brink explains why advisers need to move beyond products and help clients navigate increasingly complex financial lives....

Advising vulnerable clients: minors and young beneficiaries

This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries....

2026 Fintech year ahead

Fintech is reshaping financial services, with advances in machine learning, payments, crypto and investment platforms redefining how businesses and consumers interact. Across Africa, these shifts are opening new avenues for growth and collaboration, writes Lerato Lamola, Partner, Webber Wentzel....


Hedge Funds

Terebinth Fixed Income Macro FR Retail Hedge Fund

Fixed-income hedge funds are becoming an increasingly valuable portfolio tool as investors contend with stubborn inflation, shifting interest-rate cycles and geopolitical uncertainty, writes Mario Schoeman of Terebinth Capital....

Delivering consistent outcomes through hedge fund solutions

Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes....

Hedge fund manager and fund listing

This list of hedge fund managers and hedge funds has been supplied by the companies featured. It does not claim to be an exhaustive list, but rather gives an indication of the range of businesses offering hedge funds....


Extra Features

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions....

RiG Advisory Services Achieves FPI Approved Professional Practice™ Status

FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....

Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status

Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice....


Events

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...

The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors....

2026 FPI Professional’s Convention

The 2026 FPI Professional's Convention is in Cape Town from 7-8 October 2026....


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