Blog Post | Know your client…better

The regulatory concept of KYC is defined as a standard used in the investment and financial services industries. It is often defined as a way to verify customers and know their risk and financial profiles. In the world of lifestyle financial planning, the idea is to know your client…better! When we start asking questions such...

Can you describe how you manage money?

By Marius van der Merwe Managing money in a professional way requires advisors to have a robust and consistent process to identify suitable investment solutions for private investors. It also necessitates a sound evidence-based investment management process. Although advisors may have these in place, it is seldom that they can demonstrate what these processes entail...

Future proof your financial advice business- Blog Series Part 3 | End

By Marina Pretorius COACHING SKILLS | KEY QUESTIONS TO ASK Our July blogpost made the bold statement that the primary shift FSP’s need to make to future proof their business (through a new value proposition), is to move from selling products to enabling financial wellbeing for their clients. At the heart of this is knowing...

Future proof your financial advice business- Blog Series Part 2

By Marina Pretorius We can never know for sure what the future brings but we can follow the patterns and trends and envision a future that we want to create. At Amity Investment Solutions we do not only research investment trends but also stay abreast of the changing financial advice landscape. In part 1 of...

Future proof your financial advice business- Blog Series Part 1

By Marina Pretorius Change…the only constant in life. At Amity Investment Solutions we do not only research investment trends, but also stay abreast on the changing trends in the financial advice industry. Our research has shown that among the many drivers of change, three are worth deeper investigation as it relates to the sustainability of...

Outcomes-based range expands | Introducing the High Growth portfolio

We’ve seen some stellar performance from the outcomes-based range and with the popularity of these portfolios growing, we’ve identified the need for an additional outcomes-based solution. The existing outcomes-based models are Regulation 28 and use a restricted risk budget. As we’ve done extensive research in asset class characteristics, we’ve noticed that you can typically only...

OUTCOMES-BASED INVESTING- FINAL

We all know investing is personal. When clients invest money to finance certain life events that are important to them, not achieving their goals can have detrimental consequences for their life. Amity Investment Solutions is not just another DFM, but a boutique discretionary fund manager that partners with the independent financial advisor to offer them...

OUTCOMES-BASED INVESTING SERIES- PART 3

Amity Investment Solutions is a boutique discretionary fund manager with a unique investment philosophy. With outcomes-based strategies still far and few in the South African market, our proprietary outcomes-based investment process adds value to advisors and private investors alike. These solutions reduce the uncertainty of investment outcomes. How does Amity apply an outcomes-based philosophy? We...

OUTCOMES-BASED INVESTING SERIES- PART 2

As a wealth manager or financial advisor, how do you select your client’s investment funds? Do you perform a due diligence? If you do, what is the criteria you use? Do you focus on the fund’s performance over the last couple of years? Do you compare the return numbers against peer groups, indices, or other...

WHEN CLIENTS SEEK A HIGH LEVEL OF INCOME BUT WITH NO ADDITIONAL INVESTMENT RISK

For most investors a money market investment seems the safest bet when they don’t want to lose their capital, and perhaps live off the interest. Even in living annuities we’ve seen how money markets are incorporated for either the income bucket or for phasing into other asset classes over time. Money markets seem to work...

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