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SMME Opportunity Roadshow, Cape town 2017 Lance Greyling, Director of Trade and Investment in the Mayor’s Office, City of Cape Town
Lance Greyling, Director of Trade and Investment in the Mayor’s Office, City of Cape Town, speaking at the Cape Town leg of the SMME Roadshow, 2017
27 Nov 2017
A relentless pursuit of excellence Making a difference in people's lives
Janet Hugo has been in the financial services industry for more than 10 years, previously as a director of Hugo Capital and currently as a director of Sterling Private
23 Nov 2017 - S. r.
The School for Financial Planning Law (SFPL) Financial planning is the profession of identifying the needs and goals of clients and building a holistic and lifelong plan to address those needs and achieve the goals
It deals with all the aspects of ensuring that financial matters are managed well on a month-to-month basis, thus making sure you have sufficient cash flow to meet all your
23 Nov 2017 - S. r.
The sleeper risk Don't be caught out by investment liquidity
If there is one topic the investment community struggles to convey to investors, it's the concept of risk. Most often it's some form of volatility measure or capital loss
23 Nov 2017 - S. r.
Armed with insight Highlights of the Allan Gray Investment Summit
On 31 August 2017, over 2000 people descended on the Sandton Convention Centre to attend the Allan Gray Investment Summit. The world is a scary place for investors with global
23 Nov 2017 - S. r.
Diversity, equality and opportunity The Momentum Proteas do South Africa proud
Momentum is the extremely proud sponsor of the Momentum Proteas national women’s team. This year the team stole the nation’s hearts with their heroic performance at
23 Nov 2017 - S. r.
Life and money: a dynamic duo Placing clients in the centre
Consider powerful combinations that have benefitted our world today: Bill Hewlett and Dave Packard; Bill Gates and Paul Allen; Steve Jobs and Steve Wozniak; Spielberg and
23 Nov 2017 - S. r.
Where are the customers' yachts? The more things change, the more they stay the same
In a short and amusing tale, “Where Are the Customers’ Yachts?”, Fred Schwed walks the reader through various roles on Wall Street, taking care to share his
23 Nov 2017 - S. r.
The birth of the financial coach Planning for a client's life is as important as planning for their money
As Carl Richards puts it: At the end of the day, when you ask somebody, "Why is your money invested the way it is?" the only correct answer to that is, "Because it gives me the
22 Nov 2017 - S. r.
A justified approach? Investing offshore for sustained quality returns
Selecting an offshore equity manager is daunting and the apparent simplicity of a passive strategy often seduces investors. Getting broad exposure to difficult-to-outperform
22 Nov 2017 - S. r.
On top of the game Technical competence is key
Old Mutual Private Wealth Management's Francois le Roux has been one of the top three finalists in the FPI Financial Planner of the Year Award for two years running. A member of
22 Nov 2017 - S. r.
Committed to the client Financial planning is all about fostering genuine relationships
Private Client Holdings' Mark MacSymon joined the financial planning industry about eight years ago after completing an Honours in Financial Economics and a Master’s in
22 Nov 2017 - S. r.

This edition

Issue 65


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  • Addi Lang
  • Leon Louw
  • Esabu Antonio
  • Mpumelelo Mkhize