Wealth Management

Saving vs investing – will South Africans make the shift?

By Leandi Kolver on July 9, 2018

Most South Africans aren’t saving and investing enough for a comfortable retirement, and many of those who are saving (for retirement or otherwise) aren’t doing so smartly. This is the harsh reality. A comfortable retirement? According…

Benchmarking should help, not hinder, transparency

By Robin Powell on July 3, 2018
Benchmarking-hinder

Benchmarking is part of modern life. Whether you’re deciding on a school for your child or a hospital for your operation, comparing holiday packages, or checking that you’re not overpaying for gas or car insurance, you…

South African Robo-Advisors: Hype or Worthy Investment?

By Leandi Kolver on June 13, 2018
South African robo-advisors

By 2022 robo-advisors will manage US$177 million in South African assets, up from only US$22 million this year, data by Statista shows. This translates into a compound annual growth rate between 2018 and 2022 of 68.8%….

How Asset Managers are Using M&A to Strengthen & Diversify

By Ray Aso on May 29, 2018
M&A-Blog

Global merger and acquisition (M&A) activity is set to increase in asset management in 2018. Given the rapid growth of this issue in the industry, we’ve been following the actions of institutions more and more closely,…

Denying the transparency problem won’t make it disappear

By Robin Powell on May 9, 2018
Fee-transparency-polar

I finally got round to watching Before the Flood the other day. For those who aren’t aware, it’s a documentary film about climate change, released in 2016. Commissioned by National Geographic, it was directed by Fisher…

What can Asset Managers learn from Millennial Investors?

By Richard Watts on April 23, 2018
millennial investors

I recently gave a short presentation as part of a panel event hosted by the Financial Services Forum. Entitled What Can We Learn From Millennials?, my talk focused on the asset management industry perspective, and why marketers…

Apple Asset Management? It probably will happen

By Robin Powell on March 19, 2018
Apple-Asset-Management

I’m not an Apple obsessive. I don’t queue outside the Apple Store at 5am to buy the latest iPhone, and I’m sorry, but £160 for a pair of ear plugs is daylight robbery. But I love…

A post-hedge fund world? Inspecting the ETF epidemic

By Elliot Burr on December 18, 2017
ETF-Inspector

Carol Loomis, a former American financial journalist, once wrote a famed Fortune article entitled: ‘Hard times come to the hedge funds’. This was a product of the 1970s, but it goes without saying that the world…

Savvy Investor’s Best Investment Industry Paper Award 2017

By Andrew Perrins on December 11, 2017
Savvy Investor

Savvy Investor curates the best pensions and investment white papers from around the world. Having uploaded more than 20,000 papers since launch, they have a unique platform from which to host these Awards. The Savvy Investor…

Asset managers: embrace technology, “it’s do or die”

By Paul Fawcett on November 7, 2017
Embrace-Digital-PwC

A new report from PricewaterhouseCoopers (PwC) has indicated a projected growth for the asset management industry in the next 10 years, but with this comes the necessity for firms to increase their adoption of innovative technology…

Advisers and wealth managers demand quality over quantity

By Elliot Burr on November 1, 2017
citywire breakfast event

Richard Lander, Director of Citywire Engage, has signalled the need for asset managers to simplify their content and avoid jargon in order to boost their brand awareness and market their content in a better way. Citywire…

Millennial Investors: Is It Wise To Cut Out Humans?

By Graham Jarvis on October 2, 2017
Robo-advisor-phone

“The times they are a-changin’”, and with the growth of artificial intelligence (AI) in all industrial sectors, including financial services, the words of singer-songwriter Bob Dylan are certainly coming true. Attracta Mooney, an asset management reporter…