"Research on global buyout deals entered in 2010 or later and exited by 2021 found that roughly two-thirds of total returns could be attributed to market multiple expansion and leverage, not operational improvement. Rising markets did much of…
"Offshore investing is not about abandoning South African investment opportunities or moving all your wealth offshore. Rather, it is about broadening your investment universe and gaining exposure to companies, sectors and economies that are…
"The question is no longer simply whether investors have enough options. Rather, it is whether advisers can bring those options together in a way that provides a clear view of the client’s overall investment strategy and supports informed decision-making…
"Our role has been to support that evolution with capital, strategic input, and governance. Over the past decade, the group's turnover has tripled. As we exit, the business has greater scale, a stronger institutional foundation and several avenues…
"One of the most common misconceptions about retirement planning is that accumulating a specific lump sum automatically guarantees financial security. While reaching a savings milestone is important, what determines financial safety in retirement…
“The most valuable thing I do for young professionals is to help them set aside sensible amounts of their monthly income for expenses, savings and protection before lifestyle spending starts to outrun their means,” says Henri le Grange, a Certified…
"We are therefore asking Government to engage us as partners on the transformation journey by harnessing the knowledge of those who must implement it, and producing rules that are not only practical and aligned, but also achievable and well…
A common misconception among women is that investing is only worthwhile with a large amount of money. “Which is just not true. Thanks to the power of compounding, a relatively small amount invested in your 20s can be worth more than a significantly…
"The purpose of investing offshore should be to improve the resilience of a client's overall portfolio. Global markets provide access to industries, companies, currencies and sources of economic growth that are not fully represented in the South…
"What I didn’t realise at the time was the power of compounding and ‘time in the market’, together with the importance of investing in assets that deliver inflation-beating returns over the long term," says Wendy Myers, Head of Securities, PSG…
"Financial progress may feel slow or uncertain, but it is still possible. True wealth creation and financial progress aren’t about inheriting a massive fortune or waiting for a windfall. It’s built through small, consistent, and deliberate choices,"…
Roberts Grava, Chief Executive Officer of Momentum Asset Management says: “This next phase is centred on what truly differentiates us: delivering global expertise with a local focus, in a more integrated, deliberate, and scalable way.”
“We are seeing more South Africans asking how cross-border structures can support their financial goals decades down the line. They are increasingly exploring offshore structures as part of a bigger plan to participate in a more connected global…
"Investor behaviour, not market performance, is one of the greatest destroyers of long-term portfolio value. You can either panic and make unwise short-term spending decisions, or you can stay the course. Staying calm, disciplined and focused…
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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