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Wealth management

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09 Jul 2020
Updating your beneficiaries is ever-more important in uncertain times

Independent financial services provider, Fedgroup, has seen an increase in the number of people taking the time to understand and…

Updating your beneficiaries is ever-more important in uncertain times

Independent financial services provider, Fedgroup, has seen an increase in the number of people taking the time to understand and update their policies and beneficiaries since the start of lockdown. But for those who haven’t done so yet, keeping your beneficiaries updated is one of the most important things you…

09 Jul 2020
Raising liquidity: ‘Selling the crown jewels’

By: Riaan Campbell, Advisory Partner, Citadel Wealth is created over a person’s lifetime through savings, business, careers, real estate, and…

Raising liquidity: ‘Selling the crown jewels’

By: Riaan Campbell, Advisory Partner, Citadel Wealth is created over a person’s lifetime through savings, business, careers, real estate, and stock market investments. The build-up of wealth is closely linked to the accumulation of lifestyle assets such as homes and holiday homes, as well as items such as cars, art,…

01 Jul 2020
DFMs key to helping planners meet post-COVID-19 client demands

Meeting client expectations will become increasingly difficult for planners who will face ever-more informed, risk-averse clients post the pandemic. It…

DFMs key to helping planners meet post-COVID-19 client demands

Meeting client expectations will become increasingly difficult for planners who will face ever-more informed, risk-averse clients post the pandemic. It may be too early to paint a clear picture of life post-COVID-19, but there’s an overwhelming expectation that this ‘black swan event’ will result in fundamental changes to the economy.…

01 Jul 2020
Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including…

Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers., Are there any ‘new stand-out’ benefits of FISA membership? A:        At FISA we believe that one of our best kept secrets is…

24 Jun 2020
Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one…

Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one child, the holiday home to the other, a share portfolio to the surviving spouse, cash to a favoured charity – and on it goes.  Having our wishes carried out after…

24 Jun 2020
Coping with anxiety in a COVID-19 world

We’re so focused on the tug of war between our economic and physical health that our mental health has fallen…

Coping with anxiety in a COVID-19 world

We’re so focused on the tug of war between our economic and physical health that our mental health has fallen by the wayside. CEO of medical scheme Profmed, Craig Comrie says there has been a noticeable drop in psychiatric claims despite telemedicine facilities being made available and covered by most…

10 Jun 2020
Borderless banking, for people who think without borders

By: Erik Olwagen, Head: Sales and Distribution, International Personal Banking, Standard Bank One of the many lessons that we can…

Borderless banking, for people who think without borders

By: Erik Olwagen, Head: Sales and Distribution, International Personal Banking, Standard Bank One of the many lessons that we can take away from the COVID-19 pandemic is how easily we, as society, can be shaken up when facing extreme uncertainty. Our freewheeling days may be over for the foreseeable future,…

09 Jun 2020
Investing in sustainability in volatile times

Taking up exposure to equities through a structured product is an option

Investing in sustainability in volatile times

Taking up exposure to equities through a structured product is an option

04 Jun 2020
Eight lessons from previous crises that apply today

By: Robin Parbrook, Fund Manager, Schroders Whilst the world is changing at a rapid pace, you can’t ignore the insights…

Eight lessons from previous crises that apply today

By: Robin Parbrook, Fund Manager, Schroders Whilst the world is changing at a rapid pace, you can’t ignore the insights from the past. So, having been investing in Asia for nearly 30 years, what have I learnt from past crises and how could it affect investment decisions in Asian equities…

04 Jun 2020
Insurance and Risk in a Post-COVID-19 economy

By: Carl Moodley, Chief Underwriting & Claims Officer; Stuart Forbes, Chief Risk and Compliance Officer and Eugene Olivier, Chief Information…

Insurance and Risk in a Post-COVID-19 economy

By: Carl Moodley, Chief Underwriting & Claims Officer; Stuart Forbes, Chief Risk and Compliance Officer and Eugene Olivier, Chief Information Officer of GENRIC insurance Company     Nothing will be the same in the world post-COVID 19.  As our economy slowly starts to reopen following a crippling lockdown, the realisation that consumer…

01 Jun 2020
Why ‘corporate karma’ is crucial for your investment returns

By: Katherine Davidson, Global Sustainable Growth Portfolio Manager, Schroders Sustainability used to be a niche preoccupation but it is now…

Why ‘corporate karma’ is crucial for your investment returns

By: Katherine Davidson, Global Sustainable Growth Portfolio Manager, Schroders Sustainability used to be a niche preoccupation but it is now discussed everywhere. From ‘flight shame’ to the gender pay gap, issues related to sustainability have become part of our everyday conversation. Many of us are trying to do more to…

27 May 2020
When and how to review your insurance products

With South Africans facing the reality of more costly living expenses, we often look for measures to lower our monthly…

When and how to review your insurance products

With South Africans facing the reality of more costly living expenses, we often look for measures to lower our monthly expenses, with insurance options habitually being the first to be reviewed. It is, however, important not to cut insurance from your budgets completely, but instead review the assets listed under…