The Heart of Wealth.
South Africa
Joined June 2019
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Michael Papageorge of @HelfinServices has been named @CitywireSA's Financial Adviser of 2026 and is the winner of the Investment Process award.
Congratulations!
citywire.com/za/news/citywir…
Steve Webb, former pensions minister and partner at LCP, described the UK's new #pension #tax relief as 'bizarre', arguing that it adds complexity to the tax system.
#UKpensions #pensions #retirement
citywire.com/za/news/new-uk-…
Only 2/9 managers in RisCura’s 2026 Unlisted #Property Manager survey plan to adopt the new #Reit regime.
SA's unlisted Reit status promises #tax benefits for institutional #investors, but strict ownership requirements prevent wider adoption.
@DURITZ79 citywire.com/za/news/only-tw…
DFM MitonOptimal South Africa has launched its first AMETF on the JSE: the MitonOptimal EasyETFs SA Protected Equity AMETF - taking the JSE’s actively managed exchange-traded funds to 55.
@JustinBrownSA shares details here.
#ETFs #AMETFs #investment citywire.com/za/news/mitonop…
Alexforbes says cash can lag behind the costs households feel most.
Mpho Molopyane of @alexforbes explains why beating #inflation may still leave clients poorer, to @DieVisser here.
#financialplanning #financialadvisers
citywire.com/za/news/why-bea…
.@SATRIX_SA still dominates South Africa’s R321bn exchange-traded product market, as #investors rotate into global #equities, a/t @ETFSA's the State of the South African Exchange Traded Product Industry report.
@DURITZ79 shares details here.
#ETPs citywire.com/za/news/satrix-…
SA resident #trusts must now obtain more clearance from the @sarstax before making distributions to non-resident trust beneficiaries.
Insights for #trustees and #advisers from @taxconsultingsa's Roxshanna du Toit and Your Financial Partner here.
#tax citywire.com/za/news/new-sar…
Active asset allocation and cheap index exposure lifted returns over the past year for the CAM Worldwide Equity fund, which beat its benchmark.
@DieVisser shares insights from CAM Asset Management here.
#offshoreinvesting #investing #assetmanagement
citywire.com/za/news/how-pas…
ICYMI
Poll: Fund selectors, how long should a new fund perform before you'll consider it for client portfolios?
Vote in our October poll here.
#investments #finance #investing citywire.com/za/news/poll-fu…
.@TheFCA's Kate Blatchford-Hick said the UK regulator was ‘modernising’ its approach to examining how it scrutinises firms and is ‘really encouraged’ by how small #financialadvice firms are using #AI.
#FCA #regulation #compliance #financialplanning
citywire.com/za/news/uk-s-fc…
The @faisombud awarded a complainant R401,877 after annuity advice failures.
Ombud John Simpson warned advisers in the office’s 2025/26 annual report that signed disclosures aren’t enough to show suitable advice was given.
citywire.com/za/news/fais-om…
Fundraising soared to R22bn in 2025, with SA #pension and endowment funds contributing R4.4bn a/t @SAVCAssociation's Private Capital Industry Survey 2026.
@DURITZ79 shares how SA pension funds helped drive #privatecapital's fundraising rebound.
citywire.com/za/news/local-p…
South Africa ranks ninth globally for female fund manager representation, with women making up 13% of the portfolio managers tracked in Part 2 of Citywire’s South African Female #Diversity Report 2026.
#womeninfinance #investment #inclusion
citywire.com/za/news/south-a…
Opinion: In his latest @CitywireSA column @DieVisser shares his argument for #autoenrolment in SA.
Akin to efforts sorting out the malaise of municipal finances, nothing's happening speedily to force South Africans to save for #retirement, he says.
citywire.com/za/news/opinion…
The R39m Excelsia Balanced 27four fund has outperformed over the past year & since inception.
@JustinBrownSA looks at how Excelsia’s high equity strategy drove the fund’s strong performance with insights from Excelsia Capital's Rajay Ambekar
#investing citywire.com/za/news/how-exc…
Citywire South Africa retweeted
Poll: Fund selectors, how long should a new fund perform before you'll consider it for client portfolios?
Vote in our October poll here.
#investments #finance #investing citywire.com/za/news/poll-fu…
Welcome to Part 2 of the South African Female Diversity Report 2026 – an authoritative, data-backed audit evaluating female fund manager performance dynamics, team structures, and direct portfolio authority across South Africa’s investment landscape. eu1.hubs.ly/H0zrmlz0
UK asset manager @Schroders has added 10 people to its ETF team since September, as it looks to maintain momentum in its active ETF suite with more launches.
#ETFs #Schroders #investment citywire.com/za/news/schrode…
#Trustees should be ashamed of @fscasouthafrica's list of employers in #retirementfund arrears a/t @OPFA_SA 's Naheem Essop at @EBnetwork's 2026 conference.
Meanwhile @faisombud Adv John Simpson warned #financialadvisers against poor record-keeping.
citywire.com/za/news/trustee…
SA retained C grade but fell to 51st of 55 #retirement systems in the @MarshGlobal @CFAinstitute Global #Pension Index, owing to weak coverage & inadequate retirement incomes.
@DURITZ79 shares insights here.
#pension @Monash_CFS @alexforbes citywire.com/za/news/south-a…
.@AnchorCapitalZA expects SA #equities to return 15% over the next year - if the #oilprice falls.
High #fuel costs threaten SA shares despite attractive valuations and improving government finance conditions.
@DieVisser shares insights here.
#SAInc citywire.com/za/news/anchor-…
