MoneyMarketing SA

11/12/2025

Why ESG matters in South African credit markets.
ESG (Environmental, Social, and Governance) principles are driving real change in South Africa’s investment landscape, especially in private and listed credit markets. Whether it’s identifying governance risks, improving sustainability outcomes, or addressing systemic issues like operational vulnerabilities, ESG plays a crucial role in risk management and long-term planning.

In private credit, ESG allows for meaningful engagement, deal-specific strategies, and opportunities to reward progress. In listed credit, it helps mitigate risks tied to power reliability, state-owned enterprise performance, and policy uncertainty.

While the global ESG debate continues, locally it’s clear that ESG integration provides value as a driver of impactful outcomes.

Is your investment approach leveraging ESG to uncover risks and promote positive change? Find out how ESG integration is shaping South Africa's financial markets from Vukile Themba-Mketo, Senior Portfolio Manager Private Debt, and Oyena Mtuzula Head of Listed Credit and ESG Analyst at Terebinth Capital here: https://brnw.ch/21wYgET

ESG integration in private and listed credit uncovers risks, enhances decision-making, and drives measurable sustainability outcomes.

10/12/2025

Helping clients achieve retirement income certainty
Retirement is one of life’s most significant financial decisions, and it’s about more than just numbers. It’s about addressing clients’ fears, behaviours, and evolving priorities to deliver true peace of mind.

Financial advisers are indispensable in this journey. Through hybrid annuities, sustainable drawdown strategies, and inflation-linked options, advisers help clients balance income sustainability with personal needs. Tools such as Momentum Wealth’s Income Illustrator demonstrate the tangible impact of these decisions, ensuring clients feel confident in their retirement plans.

Retirement isn’t static. Advisers who engage early, revisit plans often, and incorporate behavioural insights and tax strategies are best positioned to deliver results tailored to each client’s unique journey.

Empower your clients to retire with confidence. Speak to your Momentum consultant today to explore innovative retirement income solutions: https://brnw.ch/21wYeob

Retirement income planning for advisers requires managing biases and risks for clients with strategies for annuities and sustainable drawdowns

09/12/2025

Is AI shaping the future of financial planning?
Clients are now using AI tools like ChatGPT for financial projections before meeting their advisers. Are you ready to evolve your financial planning practice? The key is to embrace AI as a tool to deepen relationships, manage risk, and deliver personalised service. Here’s how to start:
– Identify barriers like outdated processes or unclear data flow.
– Rethink how technology complements your practice because AdviserTech AND AdminTech matter.
– Design with a human-first approach, ensuring empathy at key client moments while leveraging AI for efficiency.

Over the next 90 days, try these steps:
– Draft an AI policy and set clear guidelines.
– Audit your tools and streamline your biggest time drains.
– Pilot tools like automated bookings or AI-assisted CRM features to better serve clients.

Your clients are already exploring AI, but will you meet them where they are? Read more here: https://brnw.ch/21wYcxZ

AI in financial planning is reshaping how advisers work. Learn to integrate tech and meet client needs through AI-driven strategies.

08/12/2025

MoneyMarketing’s December Issue is out now!
We close the year with the insights Financial Advisers need to step confidently into 2026. In this issue, we unpack the biggest investment lessons of the year, spotlight the Financial Planner of the Year, and explore the trends reshaping advice – from the rise of ESG integration and the role of Balanced Funds to shifts in the funeral policy space.

We speak to:
Private Client Holdings’ Nicola Langridge CFP® , the 2025 Financial Planner of the Year, Maarten Ackerman, Chief Economist at Citadel Investment Services, Florbela Yates, Managing Director at Equilibrium, Francois du Toit CFP®, PROpulsion, Vukile Themba-Mketo, Senior Portfolio Manager Private Debt, and Oyena Mtuzula, Head of Listed Credit and ESG Analyst, Terebinth Capital (Pty) Ltd, Kim Gibb, CEO at Prescient Management Company, Justin Floor, CFA, FASSA, Head of Equities at PSG Asset Management, Ntobeko Stampu, CAIA, CQF, CFA, MBA,Head of Fixed Income and Balanced Funds, All Weather Capital, Belinda Sullivan, Head: Corporate Consulting Strategy, Alexforbes, and Jo-Ann Pöhl, Associate Director at Kearney Johannesburg.

Start 2026 with a sharper perspective and smarter conversations with your clients.

Read the latest issue here: https://brnw.ch/21wYaBv

02/12/2025

At the SuperReturn Africa summit. Looking forward to some fascinating insights about the continent.

28/11/2025

Taking your investments global is no longer just an option – it’s a strategic must. Momentum Wealth International provides South African investors with access to secure and flexible offshore investment solutions, tailored to individual goals and financial needs.

With a breadth of options – including global funds, exchange-traded funds, and model portfolios – Momentum Wealth International helps you build personalised, diversified strategies. Solutions include the Global Wealth Endowment, designed for estate planning and wealth transfer, and the Global Wealth Investment, offering transparency and portability for investors managing their own tax affairs.

Based in Guernsey, the company’s platform stands out for its robust legal protection, tax neutrality and efficient tools for advisers, such as multi-currency reporting and automated client updates. Combine this with on-the-ground support and specialist expertise in South Africa, and you have a trusted partner in navigating offshore investments.

Start your journey to building and protecting financial dreams today with Momentum Wealth International: https://brnw.ch/21wXU8a

Offshore investing for South Africans made easy! Momentum Wealth International offers secure, flexible, global investment options.

27/11/2025

The AI Revolution: Is History Repeating Itself?
Artificial intelligence is reshaping industries, but could it lead to another speculative bubble, like the dot-com bust? Explore the key distinctions and top lessons investors can apply today with insights from JC Xue, Portfolio Manager at Foord Asset Management

🔗 Read here: https://brnw.ch/21wXSno

Insights into the AI revolution investment cycle, its differences from past bubbles like the dot-com era, and why discipline remains key.

26/11/2025

A leader. A mentor. An innovator. Jennifer Henry shares her inspiring journey, from IT professional to Deputy CIO at STANLIB Multi-Manager and INN8 Invest, where she builds strong portfolios and encourages her colleagues. Her secrets to success? Resilience, governance, and teamwork!
Click here to discover her story and valuable advice for aspiring investment professionals.

🔗 https://brnw.ch/21wXQ3U

South Africa multi-manager investment expert Jennifer Henry shares her journey, financial insights, and leadership lessons from her career.

14/11/2025

Is your advisory firm using AI securely? Freely pasting client data into tools like ChatGPT could breach confidentiality regulations (POPIA). Francois du Toit from PROpulsion LIVE explains how to align AI use with FPI principles and protect client trust.

Ensure your business is compliant now! https://brnw.ch/21wXum5

The ethical use of AI in advisory firms means avoiding data breaches, and complying with POPIA. FPI principles are your best framework.

13/11/2025

Looking for more from your medical aid? Fedhealth Medical Aid's 2026 scheme, built in partnership with Sanlam, introduces better benefits for health, wellness, and financial security. Explore new expansions in maternity support, mental health coverage, and day-to-day benefits. Affordable healthcare starts here! https://brnw.ch/21wXsdR

Fedhealth 2026 medical aid changes, in partnership with Sanlam, introduce affordability, inclusivity, and cutting-edge benefits.

12/11/2025

Venture capital in South Africa is evolving! Futuregrowth is leading the way with disciplined investing, ESG focus, and a new pan-African VC fund launching in 2025.

Learn more about how they’re building sustainable growth for entrepreneurs! https://brnw.ch/21wXpJg

Futuregrowth has shaped SA's venture capital ecosystem, with disciplined investing, ESG impact, and plans to launch an African VC fund.