Tag: Certified Financial Planner
- Advertisement -
Most Popular
A conversation for perspective: the first step in influencing client decisions
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.
Protect yourself from financial fraud
Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise. Bryan Leach, a wealth manager at Private Client Holdings, gives practival advice on how to protect yourself.
Focused long-term returns
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.
Blue Quadrant Capital Management
Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.
What makes a compelling offshore platform?
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.
- Advertisement - ![]()
