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15 March 2023
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Testing Text 1, 2. 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.
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Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....
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Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise. Bryan Leach, a wealth manager at Private Client Holdings, gives practical advice on how to protect yourself....
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Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns....
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Momentum Wealth International empowers South African clients to invest globally with confidence, offering an investment platform that is secure, flexible and tailored to individual needs. Robert Rhodes, managing director of Momentum Wealth International, tells us more....
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Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....
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Blue Chip speaks to Bashkar Rattan from Rattan Wealth and Fiduciary Consultants about his successful career as an independent CERTIFIED FINANCIAL PLANNER®....
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In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience. By Rael Demby, CEO, The South African Gold Coin Exchange and The Scoin Shop....
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In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk. By Akshay Karan, Chief Investment Officer, Altvest....
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