Learn more about Amity Investment Solutions with Investment Research Manager, Jessica Anne Fannin, in this edition of The Investment Den.
Jessica shares her insights into the Optimal Growth Portfolio and the Balanced Hedge Portfolio, focusing on strategic asset allocation, achieving the client’s goals, portfolio construction, and how returns are enhanced whilst managing risk. Click Here To View The Full Interview.
Blue Chip DFM Guide – A Guide To Discretionary Fund Managers In South Africa
The role of Discretionary Fund Managers (DFMs) in financial planning is evolving rapidly, offering financial advisors innovative ways to enhance portfolio management and client outcomes. In the latest edition of the Blue Chip DFM Guide 2025, Marius van der Merwe shares his expert perspective on how DFMs are transforming investment strategies, improving efficiencies, and delivering […]
Saving Tax Beyond Tax-Free Savings and Retirement Products
February marks a crucial time for South African financial planners and their clients, as proactive strategies can significantly impact tax savings and long-term wealth accumulation. As the Tax year end approaches, South African financial planners and their clients face a pivotal opportunity to strategize tax savings ahead of year-end. While these strategies are well-known, it's […]
Citywire SA Adviser – Amity Integrates Client Traits With Investment Outcomes
We believe advisers should be able to integrate their clients personality traits and investment behaviour with their investment outcomes. Later this year we will be launching exciting life-based investment planning and suitability tools. These tools are meant to enhance client risk assessments. Read more in the Citywire article below Here.
DFM Amity Hires New Adviser Experience Manager
Amity Investment Solutions’ latest hire Ingrid Breed wants to help advisers give their clients the right advice. Click Here To Read The Full Article.
Politics and Funds
Economics, Politics and Funds GAINING A DEEPER UNDERSTANDING INTO GLOBAL FUND MANAGERS | Economics, Politics, and Funds are all interlinked it seems in the world of fund management and investments. As a small boutique discretionary fund manager, we have incorporated technology to help us navigate the world of global fund managers and global markets. Though many […]
How To Establish A Meaningful Digital Strategy
An online presence is essential for financial advisers to effectively market their services, build relationships with clients, and thrive in the digital landscape of the financial industry. Click Here To Read The Full Article.
Define your value and your value will define your client's financial wellbeing! Is your value proposition guiding your client to financial wellbeing? What is financial wellbeing, you may ask. It can be defined if we firstly grasp the concept of wellbeing on its own. Wellbeing refers to being satisfied with life in general, having a […]
FINANCIAL WELLBEING The link between your value proposition, financial advice, and financial wellbeing Financial wellbeing seems to always be linked to one specific word:Money! Money can provide one with wellbeing or at least have a profound impact on the wellbeing of an individual. However, our relationship with money is not limited to the extent that […]
DFM The role, the guidance, the value! In the dynamic landscape of financial advisory practices, the role of discretionary fund managers (DFMs) stands out as a very important part of optimising strategies. In South Africa, we particularly witnessed this with the sudden emergence in recent years of more and more DFMs. It seems that it […]
DFM Head: Shift In Approach To Advice Favours Outcomes-Based Solutions
Amity’s Marius van der Merwe believes the growth in lifestyle-focused financial planning requires DFMs to offer investment solutions with higher consistency in outcomes. Click Here To Read The Full Article.
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 […]
The Collapse of Silicon Valley Bank
Perspectives on Systematic Risk Author: Wiehan Dul, Investment Analyst With $209 billion in assets, the collapse of Silicon Valley Bank (SVB) constitutes the second-largest bank failure in the history of the United States (Fig. 1). It should be noted that the collapse of SVB was not driven by credit risk but rather by interest rate […]
GREY LISTING- A quick Q&A
The global Financial Action Task Force (FATF) announced on the 24th of February that South Africa will be added to the ‘grey list’. As noted by the FATF: “When the FATF places a jurisdiction under increased monitoring, it means the country has committed to resolve swiftly the identified strategic deficiencies within agreed timeframes and is […]
Steady Growth Model Portfolio Celebrates Its 3-Year Track Record
What if you could change the conversation from “Which fund is the best compared to its peers?” to “Which solution can reduce the uncertainty of achieving my client’s goal?” Clients invest money with a goal in mind. Whether it is to finance a specific future life event or to satisfy some emotional need. Instead of […]
A regulatory update: Preparing for the next wave of market conduct legislation
By Anton Swanepoel South Africa’s advisers and intermediaries have certainly had more than their fair share of challenges and obstacles over the last few years, and COVID-19 obviously took it to another level. As if COVID, our political landscape, economic outlook, loadshedding, crime and corruption, fierce competition, consumer expectations, failed property syndications, pressure on fees, […]
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 […]
