Treasury confirms resignation of Michael Sachs

National Treasury confirms the resignation of its Deputy Director-General: Budget Office, Michael Sachs. “Mr Sachs has expressed his interest to serve the public sector in a different capacity,” its statement, issued on Monday afternoon, said. “Mr Sachs will not be leaving National Treasury immediately to ensure a proper handover to another senior official and to […]

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Three compelling investment opportunities

By Duggan Matthews, Chief Investment Officer, Marriott. Investors are currently dealing with a tough economic and investment environment, but at Marriott we have identified three macro trends playing out that hold significant opportunities. (more…)

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FNB repositions its investment offering

FNB has announced its intention to significantly enhance its investment offering to clients by investing heavily into its Wealth and Investment business that now combines the existing investment capabilities from FNB, RMB Private Bank and Ashburton. (more…)

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Customer convenience is insurance’s new normal

These days, convenience and added value rank high on clients’ decision-making agendas. For 68% of tech-savvy insurance consumers, value-added services rank as one of the top 10 moments of truth, according to the 2017 World Insurance Report. Consumers are increasingly looking for options to access additional value propositions made by their insurance firms. (more…)

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Momentum Securities relaunches

In October this year, Momentum Securities hit the refresh button and re-launched and re-introduced itself to the investment community. This was followed by a formal introduction to media in November 2017. The move solidifies existing and trusted IP that is entrenched within the business unit, but also presents a new energy that strongly aligns with […]

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New European headquarters in Leiden for SA’s Atterbury

Atterbury Europe opened its new European headquarters in Leiden, in the Netherlands, today. The South African property developer focuses on shopping centre investments and retail development opportunities in Europe. From the distinctive office building ‘Leiden Central Offices’, Atterbury Europe will expand its operations particularly in the Mediterranean and in the upcoming eastern European region. Expanding […]

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Demystifying Trusts

By Theunis Ehlers, Citadel Fiduciary Partner. We are often asked about trusts, what their purpose is and how they function. A trust is essentially a contract between the Founder and the Trustees who undertake to manage the trust assets for the benefit of the beneficiaries. (more…)

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Humans vs robots: Who has the edge?

Modern investing merges human insight with robo efficiency, causing some to argue that the role of the human adviser is dwindling. But human judgement still has a vital role to play in active and passive investment strategies.  (more…)

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Alexander Forbes Empower launches

Alexander Forbes has launched a new innovative business called Alexander Forbes Empower with a mission to empower customers to achieve better outcomes, through developing a lifelong relationship with education and learning. (more…)

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Financial planning as a single parent

Education, groceries, clothes and entertainment are some of the costs that parents must provide for their children. However, for some single parents the weight of expenses can be immense because they only have one income. (more…)

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