Wealth management Archives - Page 2 of 362

The golden years re-imagined: Staying relevant

By Staff Writer

Khanyi Nzukuma, Chief Executive at Glacier by Sanlam, discusses the five broad phases of retirement and some of the factors that must be taken into account for a successful retirement.

2 weeks ago

How event organisers can prepare for potential cancellations and protect themselves against unforeseen risks

By Staff Writer

Bertus Visser, CEO of PSG Insure Distribution expands on some of the ways in which event organisers can prepare for potential cancellations and protect themselves against unforeseen risks.

2 weeks ago

A confluence of risks

By Staff Writer

Old Mutual Wealth Investment Strategist Izak Odendaal discusses the three key risks facing investors such as global energy prices, rising inflation, and equity markets valuations.

2 weeks ago

10X acquires CoreShares

By Staff Writer

10X Investments has agreed to a 100% cash purchase of CoreShares.

2 weeks ago

Executive pay disclosure: A governance imperative

By Staff Writer

The issue of executive pay is highly complex, and quoting the data disclosed in the annual report without the necessary context can be misused by various stakeholders to further their own interests.

2 weeks ago

Capitec partners with nCino to build the bank’s business banking loan management system

By Staff Writer

nCino is assisting with building the bank’s Business Banking loan management system, optimising its simplicity and efficiency in line with Capitec’s mission to help clients bank better to live better.

2 weeks ago

BlackRock's Weekly Market Commentary: A rebalancing act to reduce risk

By Staff Writer

BlackRock slightly reduces risk on a worsening macro outlook. They have upgraded European government bonds and investment grade credit, and downgraded Chinese assets.

2 weeks ago

Tax non-residency letter – What to do when SARS rejects your application?

By Staff Writer

A rejection is usually based on a lack of documents and information presented to SARS in support of the application, or if one has not formally ceased their tax residency yet.

2 weeks ago

Approaching short-term volatility by taking the long view

By Staff Writer

Markets are inherently unpredictable over the short term and driven by factors no machine or person can predict accurately.

2 weeks ago

Eskom Pension and Provident Fund launches debt fund for SMEs and appoints Sanlam Investments as fund manager

By Staff Writer

The Eskom Pension and Provident Fund established the SME debt fund and committed R350 million to the investment pool while Sanlam made a co-investment of R50 million.

2 weeks ago

Who manages your money when you can no longer do so

By Staff Writer

Some medical disorders can lead to a cognitive impairment which may leave you legally incapacitated, with serious implications when it comes to your ability to claim against an illness policy.

2 weeks ago

Sanlam private equity successfully exits three investments

By Staff Writer

Sanlam Private Equity has successfully negotiated the sale of three private equity investments in the past 12 months, with expected sale proceeds totalling around R1.9 billion.