Why are so few affluent investors using offshore platforms?

Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.

Read More


Unclaimed benefits – The problems persist

The problem with unclaimed benefits is decades old. Each year various statistical reports add up the billions and initiatives are launched to track the beneficiaries of the unclaimed funds. Will the latest drive […]

Read More



Investments – Are all money markets equal?

“Money market funds offer a useful parking bay for investors’ cash allocations, allowing you to earn better returns than bank rates with good liquidity. But when it comes to picking money market funds, […]

Read More