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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.
With breaks
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Lead features (Featured Layout)
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In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience....
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In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses....
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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....
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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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Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone. By Kim Potgieter, MD, Chartered Wealth Solutions, Author of Midlife Money Makeover....
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Independent advisors offer unbiased recommendations, holistic planning across financial needs, support through life transitions and peace of mind. By Tishalan Pillay, Director of Sales and Marketing, ASI....
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Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage. ...
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