MoneyMarketing SA

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.

12/11/2025

Introducing Marriott’s Investment Managers’ Smart International Equity Portfolio (SIEP).

From the market selloff in 2020 to AI-driven market imbalances in 2025, investors have faced ups and downs. Now, more than ever, quality investments are key to managing risks and building wealth.

That’s why Marriott Investment Managers has launched the Smart International Equity Portfolio (SIEP) – a carefully designed, diversified portfolio for South African investors. It gives access to a blend of actively managed funds like the Fundsmith Equity Fund and selective passive strategies like the iShares Core S&P 500 ETF.

Key benefits of SIEP:
✔ Exposure to high-quality global companies with strong balance sheets and reliable earnings

✔ Tax-efficient compounding of dividends – perfect for long-term wealth creation

✔ Complementary mix of active funds and passive ETFs creating cost efficiency

✔ Early success: 14.8% return by September 2025 since its launch in March

Access the SIEP through Marriott’s International Investment Mandate using your offshore allowance.

Learn more about Marriott’s Smart International Equity Portfolio: https://brnw.ch/21wXpIS

Navigating offshore opportunities can be difficult as today’s markets present a further challenge, one defined by structural imbalance

07/11/2025

Transforming outcomes through great partnerships.
On 3 December 1967, medical history was made in Cape Town with the world’s first human heart transplant. This wasn’t just a breakthrough of skill but also collaboration, discipline, and trust.

In private market investments, success relies on the same principles. It’s not about flashy pitches; it’s about finding partners who bring trust, experience, and process-driven governance that deliver dependable results over time.

Old Mutual South Africa Alternative Investments has mastered this balance. For decades, its investments have backed South Africa’s communities through critical infrastructure: roads, power, schools, and more.

South Africa needs partners who perform under pressure, those with a local presence and global expertise. Find out how you can strengthen your portfolio with impact here: https://brnw.ch/21wXhr6

Partnership in alternative investments determines consistent returns. Learn how trust, discipline, and governance shape financial outcomes.

06/11/2025

Medical aid isn’t just about benefits or premiums; it’s about personal values.
According to Medihelp Medical Aid in 2025, clients are looking for more than just affordable cover. They want medical aid solutions that reflect what matters most to them, such as their families, their health, their freedom, and their peace of mind.

As a financial adviser, you have the power to guide clients beyond the spreadsheets and rewards programmes, and towards cover that aligns with who they are and what they believe in.

Start with conversations that matter. Ask them what drives them, what they hope for, and what gives them a sense of security. Those answers can help you recommend plans that truly fit their lives—not just their budgets.

Read more here: https://brnw.ch/21wXg6x

05/11/2025

Morningstar, Inc. brings manager research to South Africa.
Exciting news for financial advisers and investors – Morningstar has expanded its Manager Research offering to include 12 South Africa-domiciled investment strategies and nine parent firms, delivering tailored tools and insights to the local investment market.

What’s in it for you?
✔️ Medalist ratings (Gold, Silver, Bronze, Neutral, and Negative).
✔️ Detailed managed investment reports backed by in-depth research.
✔️ Trusted insights to navigate the South African investment landscape with clarity.

Explore newly rated funds like Coronation Strategic Income Fund (Bronze) and Ninety One Diversified Income Fund (Silver).

Ready for more informed investment decisions? Click to learn about Morningstar’s award-winning methodologies and analysis: https://brnw.ch/21wXelp

Morningstar brings its Manager Research to South Africa, covering 12 top strategies and empowering advisers with trusted investment tools.

05/11/2025

Inside, we explore the key trends and reforms that will shape conversations with clients in the months ahead:

- Retirement reform updates, including the two-pot system
- Medical aid changes for 2026
- Offshore investment opportunities
- The growing importance of income protection
- How to build a successful career as a financial adviser

Discovery South Africa, Allan Grey, Futuregrowth, Milpark Education, Fedhealth Medical Aid, Glacier by Sanlam, Liberty Group SA, INN8 Invest, Medihelp Medical Aid, Momentum, PSG Wealth

Whether you’re advising clients, building your practice or planning your career, this issue is packed with insights to inform, empower and inspire.

Check it out here: https://www.moneymarketing.co.za/magazines/moneymarketing-november-2025/

04/11/2025

The COFI Bill is about to shake up South Africa’s financial services sector! Once enacted, this important legislation will play a major role in changing how financial institutions operate, with a strong focus on better regulating market conduct. As part of the Twin Peaks reform, the COFI Bill promises more accountability and protection for all involved in the financial services industry. Are you ready for the changes? The Webber Wentzel Financial Regulatory Practice Group explains further.

Read more here: https://brnw.ch/21wXc6h

The Conduct of Financial Institutions Bill transforms South Africa’s financial sector with new compliance and licensing requirements.