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Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management....
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Why the Total Portfolio Approach is suddenly everywhere – and what it means for you....
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“The call is coming from inside the house” suggests a threat or danger that comes from someone close, not an outsider. I am borrowing that phrase but with the opposite connotation: celebrating 25 years of excellence....
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Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors....
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Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"...
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George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!...
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Conlias Mancuveni of Hollard Implemented Portfolio Solutions (IPS) writes about the importance of being a reliable partner that empowers advisors....
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INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips....
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Rocco Carr (Business Development Manager, Glacier by Sanlam) writes about the importance of combining a living annuity with a life annuity....
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Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions....
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Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes....
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Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004....
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Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....
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