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2018 - A time to remember why we remain invested

07 December 2018 | General

The year 2018 started off with signals of synchronised growth across the globe, instilling a fair amount of optimism in investors. But now, as we can almost touch the end of this calendar year, the mood has turned markedly cautious. We capture the main themes of 2018 that caused the outlook among South African investors to turn glum, and cover the conversations advisers need to have with their clients to make sure clients’ portfolios pull through this low-growth environment unscathed.

“SA’s economic performance is driving investors to eye international options”

06 December 2018 | Economy

Corruption continues to loom large over South Africa - it dwarfs the price of gold, the effect tax hikes has on the economy and stymies mass job creation. This situation will drive many investors to consider international options as a priority in 2019, affirms the head of Africa for deVere Acuma, part of one of the world’s largest independent financial advisory organisations.

Offshore trusts ‘not only for the super-rich’

06 December 2018 | General

Offshore trusts have long been regarded as the sole preserve of ultra-high net worth individuals, but the reality is that they compare favourably to local service providers in terms of investment and retirement trust options, says independent trust service provider Sovereign Trust (SA) Limited.

A good track record of providing safety nets

05 December 2018 | General

PPS’s multi-managed funds have built credible long and short-term track records as a result of the consistent application of our investment approach to both the construction and evaluation of our portfolios.

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The strongest deterrent against FSP compliance missteps is or should be:

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A criminal conviction Debarment Fine or penalty Any of the above can work

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