Investments

From complex modelling to clearer financial advice

Advancements in portfolio analysis make it possible for fund managers to offer more granular data on clients’ likely investment returns than ever before, upping the ante for financial advisers in their ongoing client interactions. The second edition of the Momentum Investments Mindfields report shows how far the industry has come in using probability-based modelling to inform decisions about risk and return.

Why income and interest funds are appealing to investors

The Ethics of Spending Your Investors’ Money

In investing, costs matter. But so does context – and so should conscience.

Offshore trusts: a strategic next step for South Africans with local trusts

As global markets grow more accessible and attractive, high net-worth South African families are increasingly looking beyond our borders to preserve and grow their wealth.