MoneyMarketing SA

15/08/2025

Offshore isn’t always Greener: Who would’ve thunk?
Howard Marks, co-founder and co-chairman of Oaktree Capital Management, is known for cutting through market noise with clear, timeless investing principles. In a world chasing trends, his focus on value, price, and patience is more relevant than ever, especially when the data tells a story that defies the usual “go offshore” narrative. Shaun Bruyns and Kopano Makhu from Mazi Asset Management explain why following the crowd isn’t always the winning move.

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

Howard Marks investing insights highlight the power of value and price in asset selection. Learn how this philosophy applies.

13/08/2025

Making succession planning a success.
In South Africa and globally, succession planning has become a pressing issue for financial advisers. Yes, an ageing adviser demographic plays a role, but the bigger picture is that advisers of all ages want to know their clients will be looked after long after they leave the industry. Florbela Yates, Managing Director at Equilibrium, shares insights on how succession planning is evolving and why it matters now more than ever.

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

Succession planning for financial advisers starts with clean, scalable investment offerings to ensure seamless transitions.

08/08/2025

Inside the August edition of MoneyMarketing [https://brnw.ch/21wULJg]

This month, we look at the growing role of women in financial services, and why inclusion matters. We dive into behavioural finance to help advisers understand what really drives client decisions, and explore how employee benefits are adapting in a fast-changing world.

We also take a closer look at Shari’ah investing, where ethical principles meet long-term financial growth.

Your monthly read for smarter, more holistic financial advice is here.

We speak to experts from Liberty Group SA Fairheads Benefit Services; Wealthvest; Turnberry Gap Cover; Curate; Mazi Asset Management; Allan Gray Equity Funds and more.

06/08/2025

Are you overlooking life insurance in your advice process?

As Mickey Gambale, Head of Distribution at Liberty Group points out, life insurance is more than just a death benefit. It's a powerful tool for protecting wealth, supporting clients through illness or disability, and helping families build financial legacies.

In a world focused on investments and returns, advisers who understand the full value of life cover – from critical illness benefits to estate planning solutions – are offering more than just advice. They're offering real financial security.

“Risk cover reflects an adviser’s commitment to both growth and protection.” – Mickey Gambale

Read the full article here: https://brnw.ch/21wUHtm

Life insurance life insurance is a powerful tool for protecting, building, and even transferring wealth across generations

31/07/2025

July is Savings Month – but are young professionals saving smartly?

New insights from Liberty Group SA show that South Africans under 35 are putting investment savings ahead of long-term insurance or critical illness cover. It’s great to see young people building their financial future – but focusing too much on growth and too little on protection could be risky.

When it comes to managing your money, a balanced approach can make all the difference. Read the full article: https://brnw.ch/21wUz8Q

Life insurance for young professionals under 35 in South Africa ensures financial protection against critical events with lower premiums.

30/07/2025

Think hedge funds are too risky, too secretive, or only for the ultra-wealthy? Think again.

In South Africa, hedge funds still suffer from outdated myths and misunderstandings. Chris Reddy from All Weather Capital unpacks the most common misconceptions and explains what investors really need to know.

If you've ever been curious (or cautious) about hedge funds, this article offers a fresh, honest perspective: https://brnw.ch/21wUxsZ

Hedge funds in South Africa revealed! Clear the misconceptions and understand their accessibility, risks, and regulation.

29/07/2025

A fairer way to invest? David Lloyd thinks so.

As Founder and CEO of King Alexander Investments, David Lloyd set out to change a system he believed wasn’t serving clients fairly—the result: a new kind of investment platform that does things differently.

King Alexander charges a flat monthly fee, includes free GaranT protection, and only earns investment fees when your portfolio beats the market.

A smarter, more transparent approach to investing – and a challenge to the status quo. Meet the man behind the concept: https://brnw.ch/21wUv1E

South African investment platforms now include the first client-centric LISP platform with fixed fees and 100% GaranT cover.

25/07/2025

Modern family offices are no longer just about managing trusts and paying taxes. They’ve become something far more meaningful:

A vessel for values. A structure for succession. A frontline strategy for preserving identity and purpose across generations.

As Zaid Paruk, Founder and CIO of Wealthvest Investment Management puts it, wealth is never just about money – it’s about what endures.

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

Modern family offices are transforming wealth management. From inheritance planning to legacy-building, they preserve and grow estates

24/07/2025

Darren Robertson (CFP) knows first-hand that financial planning is about much more than money.

As a cancer survivor, his journey has shaped his belief that true financial planning is about resilience, preparation, and helping people face the future with confidence.

He now uses his personal experience to advocate for planning that protects clients before a crisis ever arrives.
Read more here: https://brnw.ch/21wUokj

Darren Robertson (CFP), a cancer survivor and financial adviser, shares insights on resilience, planning, and purpose-driven advice.

23/07/2025

Navigating a shifting investment landscape
In today’s rapidly changing global environment, portfolio strategies need to evolve. With shifting demographics, fast-paced technological advancements, more efficient markets, and growing geopolitical uncertainty, balance has become a critical factor in investment decisions.

Luke McMahon, Senior Portfolio Manager at Glacier Invest, shares his insights on why adapting to these changes is crucial for long-term success.

🔗 Read the full article here: http://brnw.ch/21wUkeX

Glacier Invest enables South Africans to navigate global markets with balanced portfolios, adapting to demographics, tech and market shifts.

22/07/2025

Is the ‘S’ in ESG being overlooked?
According to a Stanford study, most investors focus on environmental and governance risks, often neglecting the social aspect. But in 2024, social factors—from labour rights to community impact—are becoming more important than ever.

Vuyolwethu Nzube, ESG Analyst at Truffle Asset Management, highlights how these ‘S’ factors are shaping the way responsible investing is being approached.

Read here for more info: https://brnw.ch/21wUkDA

Social factors in ESG investing are gaining importance in 2024. Explore how social risks, wage pressures, and regulations impact ESG.

22/07/2025

Navigating a shifting investment landscape
In today’s rapidly changing global environment, portfolio strategies need to evolve. With shifting demographics, fast-paced technological advancements, more efficient markets, and growing geopolitical uncertainty, balance has become a critical factor in investment decisions.

Luke McMahon, Senior Portfolio Manager at Glacier Invest, shares his insights on why adapting to these changes is crucial for long-term success.

🔗 Read the full article here: https://brnw.ch/21wUkeX

Glacier Invest enables South Africans to navigate global markets with balanced portfolios, adapting to demographics, tech and market shifts.