The Personal Trust Equity fund has been in the top quartile of its category over the past three years, as PM Mark Huxter has reworked its process. BY JUSTIN BROWN For most of its history, the R764m Personal Trust Equity fund was a pedestrian performer. Since its...
News
South Africa has been greylisted. What does this mean?
The Financial Action Task Force (“FATF”) is a global inter-governmental body that promotes policies and sets international standards relating to the combating of money laundering, terrorist financing, and the financing of weapons of mass destruction. There are 37...
2023 The year of the Water Rabbit – promises longevity, peace, and prosperity. What is reality?
When the citizens of Kyiv removed their corrupt president, Viktor Yanukovych, in the “Euromaidan” revolution of 2014, they underestimated how swiftly that would trigger Russian intervention which was a major fault line for the world and the global economy. Global...
Interest Rates – Nominal & Effective
Portia Vlotman, Associate Director and Money Market Manager, discusses rising interest rates and explains the difference between nominal and effective rates. The South African Reserve Bank raised its benchmark repo rate by another 75 bps to 7.00% at its November 2022...
Retirement Village Living
There are a number of factors to consider when making a decision regarding your future home. Careful thought needs to be given as to what is important to you in your retirement years. These are some of the key considerations when assessing the different options and...
From Russia with Love
"You can do a lot more with weapons and politeness than just politeness." Vladimir Putin Who would have imagined I would be writing an article about the impacts of a WAR in Europe! The Russian invasion of Ukraine constitutes the most significant war in Continental...
Crypto assets: How to deal with these in your Will and in Estate planning
Renette Hendriks, Director, clarifies how to deal with crypto assets. Satoshi Nakamoto, the father of Bitcoin, defines it as “a chain of digital signatures. Each owner transfers to the next by digitally signing a hash of the previous transaction and the public key of...
CHANGES IN PERSONAL CIRCUMSTANCES
Nick de Villiers, Trust Officer in Noordhoek, explains why it is imperative to seek professional financial planning advice regularly. “Everyone has a plan until they get punched in the mouth.” Mike Tyson. How does this relate to financial planning? Anecdotal...