Global Head of InfrastructureSchroders Capital Schroders Capital is happy to announce the appointment of Minal Patel as Global Head of Infrastructure. In this newly-created role, Minal will lead Schroders Capital’s global infrastructure business and, alongside the...
If you have not yet heard about the bucketing strategy, it has little to do with Johannesburg's recent water crisis and plenty to do with solving the longevity conundrum for living annuity clients. The bucketing strategy involves dividing a client's...
As someone deeply immersed in the world of retirement planning, I've seen firsthand how retirement is not just a financial event but a deeply personal and psychological journey. Retirement in South Africa, with its unique socio-economic challenges and...
Deputy Head Institutional DistributionSTANLIB Asset Management STANLIB Asset Management is pleased to announce the promotion of Trevino Ramsamy to Deputy Head of Institutional Distribution. Trevino has almost 20 years of financial sector experience, having started his...
Head of Alternative CreditNinety One Alper Kilic joins Ninety One as Head of Alternative Credit, responsible for building upon the Emerging Market Alternative Credit platform, and continuing to develop a broader set of investment solutions. Based in London, Kilic will...
Financial Planning CEOMomentum Financial Planning Newly appointed Momentum Financial Planning CEO Aldert Brink whose vision it is to revolutionise financial advice for the good of the clients. Given the growing significance of sound financial advice, Momentum...
Estate Planning should be and is a crucial step in every individual financial planning process, that should be placed very high on one's priority list. In many societies, where we experience strong familial ties and bonds, with a deep desire to improve the...
Managing Director OM InsureOld Mutual Limited Old Mutual Limited announces the appointment of Charles Nortje as the permanent Managing Director of Old Mutual Insure, effective immediately for a period of two years. A highly experienced insurance expert with deep...
As a financial planner, I've noticed that people often think of employee benefits and personal finance as separate. However, as you'll see in the examples below, the two are not only related, but are in fact parts of a bigger picture. By taking a step back...
Due to under-saving, most working South Africans are unable to keep up with their basic needs if and when they retire. This so-called “retirement gap” can be calculated at any point in an individual's lifetime to determine whether they are on track to...