How South African advisers can tackle the offshore-onshore conundrum
One of the biggest investment challenges facing South African financial advisers and their clients turns out to be somewhat of a two-parter. The first part involves how much of your client’s discretionary investment portfolio to invest offshore; the second, centres on the timing of moving money offshore to enable the first. Given how volatile the rand is against a basket of international currencies, the second part of this riddle can have a significant impact on portfolio returns.