Jonathan Ruwanika CA(SA)

Join us on Asset TV for an enlightening Discretionary Fund Management Masterclass featuring Roland Gräbe, CFA, Interim Chief Investment Officer at Old Mutual Multi-Managers. In the masterclass, Roland shares valuable insights on economic fundamentals, including the rand, the economic volatility, upcoming elections and their impact on investors. He also delves into asset classes, discussing risk factors and opportunities between local and global equities. Roland then closes off by outlining the pivotal role of Discretionary Fund Management for advisors in investment education. Don't miss out on this insightful discussion. Watch now: https://lnkd.in/dfkymJTC #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

26

💼 𝙄𝙣𝙫𝙚𝙨𝙩 𝙞𝙣 𝙀𝘿𝙂𝙀 𝘽𝘾𝙄 𝙁𝙪𝙣𝙙𝙨 𝙬𝙞𝙩𝙝𝙤𝙪𝙩 𝙎𝙬𝙞𝙩𝙘𝙝𝙞𝙣𝙜 𝙋𝙧𝙤𝙫𝙞𝙙𝙚𝙧𝙨! 💼 At Edge Financial Group , we know that every bit of investment counts, even in today’s challenging times. You don’t need to become an Edge client or make a new investment to access our top-performing EDGE BCI Funds! 𝗛𝗲𝗿𝗲’𝘀 𝗵𝗼𝘄: 🔄 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝗹 𝗦𝘄𝗶𝘁𝗰𝗵: If you already have a retirement annuity, preservation fund, living annuity, investment plan, or endowment, you can easily switch to Edge Funds through your current broker—no extra funds needed! 💡 𝗔𝗰𝗰𝗲𝘀𝘀𝗶𝗯𝗹𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴: With Edge Funds, you can balance risk and reward even when finances are tight. Contact your service provider or contact us at [email protected] or +27 41 581 2509 to discuss how EDGE BCI Funds can fit into your existing plan. Take your first step toward secure growth with Edge Financial group, wherever you are on your financial journey. 🌱 #KeepingtheEndinMind #EdgeAssetManagement #EdgeFundManagement

2

In this revision session from CFA Society South Africa , Russell Jude, CFA, FRM, CAIA, FDP, CA(SA) presents an introduction to big data techniques. Click here to learn more👉 https://lnkd.in/eafJAsWq

1

ESG Conference (Intergenerational Wealth Transfer) - Intergenerational Wealth and Impact on ESG | ESG Summit May 2024 Join Gontse Tsatsi, Head of Retail Clients at Old Mutual Investment Group, on Asset TV's ESG Summit as he explores intergenerational wealth and its impact on ESG. Gontse delves into the crucial role of financial planners in aligning client goals with ESG solutions. Listen to the full discussion here: https://lnkd.in/d-Z5yzcM #ESGSummit #ESG #SustainableInvesting #IntergenerationalWealth #FinancialPlanning #PositiveImpact

30

Watch: Are alternative or #privatemarket assets riskier than traditional asset classes? Old Mutual Multi-Managers' Suvira Bodha, Sanlam Investments Multi-Manager's Sanan Pillay, FRM and Westbrooke Alternative Asset Management's Dino Zuccollo discussed this during a recent #Citywire South Africa alternative investments roundtable. Watch to hear their insights! #alternativeinvestments #investmentinsights #FinanceNews Old Mutual South Africa

4

Despite contributing 39% to South Africa’s GDP, SMEs face a 75% average failure rate. Vuyelwa Nyakaza of Sukume Consulting highlights the need for sector knowledge and financial skills. Understanding industry dynamics and mastering financial planning are crucial for success. Read more below. #EntrepreneurshipCorner

3

The October edition of Corospondent is now available! Get insights on South Africa’s economy under the Government of National Unity, how bonds are responding to the rate-cutting cycle, and what our portfolio managers are thinking about China and Africa as investment ideas. Plus, find out why Quilter is an attractive share in our portfolios and why you should caution against accessing your retirement savings under the Two-Pot regime. 🔗Read the full publication here: https://buff.ly/3C5qaNE #SouthAfrica #Economy #LongTermInvesting

10

In this COO Panel, Sinesipho M., INN8 Invest, is joined by Llewellyn Smith, Coronation Fund Managers, Nasreen Hisham, Prescient , Sibusiso Mabuza, ALUWANI Capital Partners, and Simone Blanckenberg, Granate Asset Management👉 https://lnkd.in/eyPCda5R The panellists shared what operational significance means to them and discussed regulation in South Africa, the use of #Technology, managing risk in operations, and more.

42

Botswana's banking industry ranked an impressive third out of seven markets in a cross-country sentiment analysis. Discover the factors that drove customer satisfaction and explore potential areas for improvement. For more insights, download the full Botswana Banking Sentiment Index report here: https://lnkd.in/dSaw6QJh

3

The financial landscape for SACCOs is evolving rapidly, with recent updates to IFRS 18, IFRS 9, and IFRS 6 reshaping financial reporting standards. Ronalds LLP offers comprehensive support to SACCOs, helping them stay compliant and thrive in this changing environment. Learn how to implement these new standards and integrate sustainability reporting to enhance transparency and accountability. https://lnkd.in/dq_rcYFN

3

1 Comment

Granate analyst, Alida Malherbe, had a insightful discussion with Zamazulu Zulu of Investment Managers Group, and other fixed-income experts about the latest developments in global fixed-income markets and portfolio positioning in uncertain times. Alida also shared her personal insights on thriving in the industry, offering valuable tips on navigating challenges and seizing opportunities. Watch the full conversation here: https://lnkd.in/dpH8gY8i   #FixedIncome #Macroeconomics #WomenInFinance #PortfolioPositioning #IndustryInsights #YieldingInfluence #Investing #AssetManagement

29

In an interview with Timothy Ahumuza, Jean Akol, a Financial Analyst, elaborates on the investment lifecycle. This includes concepts such as Financial Management and Human Capital Management #KikubolaneUpdates #Financialmanagement #finance #humancapital #Humancapitalmanagement

3

The African market is booming but 𝐟𝐢𝐧𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐜𝐚𝐧 𝐛𝐞 𝐭𝐨𝐮𝐠𝐡. CA Global Finance can help! Learn about our CA Global Finance identifies the best talent for leadership roles across Africa. Read more here: https://lnkd.in/djaRmrj4 What are your thoughts on Africa's emerging executive talent landscape? Share your challenges when recruiting in the African market. #caglobal #executivesearch #talentacquisition #cafinance #recruitment #businessinafrica #caglobalfinanc

3

How does the STANLIB Flexible Income Fund help investors extend their income in retirement?   Our Deputy Head of STANLIB Fixed Income, Sylvester Kobo, is at the Meet the Managers event today and explains the fund's track record and how it has outperformed through the cycle by leveraging the flexibility of its mandate. He also discusses the fund’s approach to seize opportunities and manage downside risks, which can help extend investors’ income in retirement.   #STANLIB #FlexibleIncome #Retirement #Income

98

Intengo Market is a digital debt marketplace designed to create more transparency in the South African market, with real-time transacting and information on market activity for all market participants. Find out more at www.intengomarket.com #intengo #intengomarket #fintech #corporatebonds #efficiency #debtcapitalmarkets #primarydebt #corporatedebt #bondtrading #listedbonds #capitalmarkets #debtcommunity #debtecosystem #debtplatform

6

The bond market remains volatile, with interest rates influencing investor behaviour. Asset managers must adapt to these dynamics to capture emerging opportunities. To increase your confidence and performance in the fixed income space, visit www.cadiz.co.za #cadiz #investment #wealth #cadizassetmanagement #invest #future #performance #success #investforthefuture #financialadvisor #business #professionalnetwork

1

Crafting a unique and implimentable succession plan for a business draws on so many skills sets - from Corporate Secretarial, Tax and Accounting, Commercial Law, Estate Planning, leadership development, business strategy, etc, etc No matter how developed (or undeveloped) your succession plan, let's have a discussion?

17