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Unique client portfolios: Solutions architecture ensures optimal balance between risk and return

26 July 2022

To build a successful and dependable retirement portfolio requires investors to make numerous decisions about asset classes, financial products and fund managers, each requiring a careful assessment of the return and risk trade-off they are prepared to make.

Heating up, cooling down

26 July 2022

Interest rates, much like record summer temperatures in Europe, continue a relentless march higher across the globe. Reported inflation rates in many countries are also still rising and continue to dominate the agenda for investors at home and abroad. The former is of course responding to the latter. There is a key difference, however.

What to know about preservation funds and why you may need one

26 July 2022

You’ve just landed a new job and you have handed in your resignation. Now you need to move your retirement savings (in a pension fund or provident fund) from the employer that you are leaving.

Mixing and matching – doing it right amid market turmoil

26 July 2022

We all know we should investment money – especially for later in life when we retire. But where does one even start? How does one “mix and match” asset classes amid an extremely volatile economic environment to ensure one’s investment portfolio weathers all kinds of market turmoil?

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How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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