Wealth Management

  • SPAC boom-bust

    Some think SPACs fill a market void left by a deficient IPO system. Critics have called them a rip-off. Who’s right and what’s next? [The Review magazine, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Game on?

    Retail investing is in the crosshairs of fintech ‘disruptors’ using techniques from online gaming and social media to ‘democratise’ investing. Intentions are good. Consequences can be disastrous. [The Review, Chartered Institute for Securities and Investment). Read the full article here

  • Jurisdictions: time to update our view?

    “Whether or not they realise it, some governments are actually driving the Golden Geese away, whereas others are actively attracting them with a soft landing” [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Negative interest rates: evolution not revolution

    Close to seven years of negative rates throughout most of Europe offers lessons to be learnt. The UK is on notice to prepare. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Biodiversity and natural capital

    Responsible investing is moving rapidly to its next level of sophistication. Leading investors are starting to make their investment decisions through the lens of nature. [The Review, Chartered Institute for Securities and Investment, Read the full article here.]…

  • Taxing times

    Even before the Covid-19 crisis, the personal tax landscape was facing an overhaul. Now, that’s almost guaranteed. Financial planners have a challenge and an opportunity ahead of them. [The Review, Chartered Institute for Securities and Investment. Read the full article

  • Can investors trust the media?

    Investors are swamped with tips in newspapers, on television, and online, but are media pundits worth their salt? [Wealthsmiths, Sanlam. Read the full article here.]…

  • Fifty shades of green

    Disparate investment and regulatory approaches towards environmental, social and governance investing are ramping up complexity for investment managers and advisers. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Investors’ cannabis conundrum

    Different cannabis regulations around the world mean that the grass is not always greener for investors. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • The changing world of pension fund asset allocation

    Pension funds around the world have been reducing their equity exposure gradually, but the move has been most dramatic in the UK. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…