More asset manager consolidation ‘is inevitable’
Mergers and acquisitions will increase because the country’s low savings rate and stagnant economy cannot support the number of fund managers.
Ninety One
IFA succession planning: avoid these common pitfalls
Advisers often underestimate how long it will take to implement the succession plan or the extent to which they will lose control over their business.
Why a longer investment time horizon matters
Underestimating your investment time horizon often results in your being too risk averse with what should be viewed as long-term investments.
Does the exchange rate really matter when investing offshore for the longer term?
Many South African investors are obsessed with the exchange rate when making an offshore investment. Here’s why it’s less of a factor than you think.
What can the UK teach SA about adviser firm consolidations and acquisitions?
There is an increasing focus on consolidation in the financial advice industry to manage challenges around succession and retirement.
This is South Africa’s best asset manager of 2022, according to the Raging Bulls
All the companies and unit trust funds that won trophies and certificates this week.
How is grey-listing likely to affect South Africa?
No surprise as the Financial Action Task Force adds SA to its list of countries under special scrutiny.
Is the independent financial advice market ‘an endangered species’?
Data from Ninety One provides an insight into the industry’s demographics and financial performance.
Ninety One displaces OMIG as SA’s biggest asset manager
Ninety One displaced Old Mutual Investment Group (OMIG) as South Africa’s biggest asset manager last year, with total assets under management (AUM) of R690.6 billion on behalf of South African clients at 30 […]
Ninety One wins Raging Bull for SA’s top asset manager
Ninety One retained the trophy for South African asset manager of the year at the Raging Bull Awards last week. It won the most prestigious of the 10 Raging Bull awards for the […]
How advisers can protect against losing assets when wealth is transferred
Financial advisers who work holistically with families to understand better the needs of the principal members and the individual members will be at an advantage when wealth changes hands, says Daryll Welsh, the […]
Offshore exposure in living annuities – have the rules changed?
We encourage financial advisers who make large offshore allocations for high-income living annuity pensioners to keep careful records of the rationale for the investment strategy.
Discovery Invest launches market-first European Credit Opportunities Fund
In line with its aim to bring new investment opportunities to South African clients, Discovery Invest launched a market-first credit fund targeting annual returns in euros of 7% a year, net of fees […]
Discovery Invest launches market-first European Credit Opportunities Fund
In line with its aim to bring new investment opportunities to South African clients, Discovery Invest launched a market-first credit fund targeting annual returns in euros of 7% a year, net of fees […]
