Tag: Trustees
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Why starting at the end is so important
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.
Considerations for retail and institutional investors when incorporating hedge funds into investment portfolios
A careful consideration of how hedge funds fit into an overall investment strategy is crucial for both institutional and retail investors, as is close attention to regulatory requirements. By Rob Macdonald, , an independent consultant, author and CFP® Professional.
Bitcoin in South African portfolios: Why a small allocation makes sense
This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.
Bateleur Capital
Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.
The key factors that matter to financial advisers
Florbela Yates, Managing Director at Equilibrium explores seven key factors that can contribute to financial advisers' success.
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