B2B Central

Financial Planning

13 Nov 2018

Offshore investing is ‘mainstreaming’

By Janice Roberts

South African investment fund managers are moving fast to meet investor demand for offshore diversification – and competition is growing from international financial centres keen to persuade South African investment managers to domicile their offshore products in their particular jurisdiction.
07 Nov 2018

Woolworths’ Australian struggles overshadow good investment opportunities

By Janice Roberts

David Jones continues to present problems for Woolworths; this time much closer to home. Last week, the company announced that it would be rebranding the David Jones clothing label under its own Classic Collection brand.  This is yet another setback that presents itself in what has been a series of unfortunate events for the company...
31 Oct 2018

Why South Africans apply for Citizenship-by-Investment

By Janice Roberts

Citizenship-by-Investment is on the rise globally with over 2.4bn USD spent each year derived mostly from China, the Middle East, and Russia, with South Africa not far behind.
29 Oct 2018

UFS School of Financial Law Planning gets global accreditation

By Janice Roberts

The University of Free State School of Financial Planning Law has set the bar as a leader in the field fiduciary-services education in South Africa.
23 Oct 2018

To financially emigrate or not to?

By Janice Roberts

Emigrating to another country can be as stressful as it is exciting. It’s difficult enough to relocate your possessions, but it becomes even more complex when the time comes to transfer your financial assets abroad. Can you just use your foreign investment allowances to move your money or do you need to financially emigrate?  There...
17 Oct 2018

Maitland acquires Talaria, launches Maitland Family Office

By Janice Roberts

Maitland, the global advisory and administration firm, has announced the formation of Maitland Family Office, a multi-family office to service high net worth families, individuals and entrepreneurs in South Africa. The new entity will be one of the largest full-service independent multi-family offices in South Africa.
17 Oct 2018

The value of a financial adviser

By Janice Roberts

When people think about financial advisers they often think that only rich people have them. They think that they do not have enough money to invest and that a financial advisers only deals with stock market investments and choosing the best portfolio to invest in. In reality financial advisers add much value than that. Alexander...
16 Oct 2018

SA investors in deep denial, should invest 80% offshore

By Janice Roberts

South Africans are daydreaming their way to a poorer future by keeping too great a portion of their investments in South Africa despite massive underperformance of JSE indices, falling real house prices and a future which looks equally bleak for those trying to grow or even just preserve their wealth. 
15 Oct 2018

Global study shows South African investors prioritise sustainability

By Janice Roberts

While sustainable investing is a trend that continues to gain traction across the globe, South African investors appear to have a particularly heightened awareness of sustainability. This is according to the Schroders Global Investor Study 2018, a survey conducted by global asset management firm, Schroders, of over 22,000 wealth investors* across 30 countries[1]. The study...
03 Oct 2018

Women’s financial survival guide to divorce

By Janice Roberts

Facing the breakdown of your marriage can be extremely painful emotionally, but with the right knowledge and planning, it needn’t be financially devastating as well, says Citadel Advisory Partner Kirsten Smit.
27 Sep 2018

The offshore conundrum for SA investors

By Janice Roberts

By Zain Wilson, Portfolio Manager at Old Mutual Investment Group. The recent announcement that South Africa has officially entered a recession, following two consecutive quarters of negative growth, appears to have largely reversed the optimism that took hold of the country following the change in leadership at the beginning of the year. While the global...
19 Sep 2018

JSE rand hedges a poor substitute for a global portfolio

By Janice Roberts

With local news agendas being dominated by the rand’s dismal performance, recent GDP woes and an economy slipping into a technical recession – South African investors are increasingly seeking shelter via offshore exposure. But with easy access to foreign markets, investors need to seriously consider the implications of counting on locally listed rand-hedge stocks as...