Personal Investors

  • How to pick the best financial advisor
    Personal Investors
    How to pick the best financial advisor As Charles Ellis highlights in his paper - The Winners Game –  “… investment managers may or may not outperform their benchmarks, but if the investment consultant has not understood how best to meet the investor’s requirements, its game over. It’s actually the investment...
    Read More  
  • Cost-drag on investment performance
    Personal Investors
    Cost-drag on investment performance  “There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.” - John.F Kennedy Introduction If you were a pro-cyclist trying to win the Argus and you could (legally and honestly) increase your chances of reaching your goal by just shaving...
    Read More  
  • Money Market Account versus Money Market Fund
    Personal Investors
    Money Market Account versus Money Market Fund A few years ago I worked for a large corporate bank. At the time, my husband (who works in the investment advisory and management industry) would often ask me "what is the current money market rate that the bank offers to investors?" We...
    Read More  
  • Stockbrokers for Private Client Investors
    Personal Investors
    Stockbrokers for Private Client Investors Investors are becoming more sophisticated and wish to implement a more hands-on involvement with their own long term sustainable wealth creation. Opening a stockbroker trading account offers investors one such option to do just that. Selecting a stockbroker sounds like an easy enough process, however after...
    Read More  
  • Risk Cover: What you should know
    Personal Investors
    Risk Cover: What you should know With a variety of life assurers and risk cover policy options available, it is important to take special care when selecting the right policy for you and your family’s needs. First you need to identify what level and type of cover you already have (if...
    Read More  
  • How to Invest Offshore
    Personal Investors
    How to Invest Offshore There are various reasons why South African investors choose to invest money offshore which includes diversification of your investment portfolio, foreign currency exposure, concerns about the current economic state of our country or planning to emigrate in a few years’ time. This article provides you with information...
    Read More  
  • Estate Duty
    Personal Investors
    Estate Duty Estate Duty is the tax levied at 20% on your dutiable estate as a result of your death. The Estate Duty Act applies to the estates of all deceased persons who were resident in South Africa at the time of their death. How is the Estate Duty determined? The way in...
    Read More  
  • Essentials of a Valid Will
    Personal Investors
    Essentials of a Valid Will It is important to make sure you have a valid will otherwise you will die intestate and your estate will be dealt with under the rules of the Intestate Succession Act of 1987. The law of succession determines what will happen to a person’s estate when...
    Read More  
  • Tax Free Savings Accounts
    Personal Investors
      Download the PDF version of this document. Download
    Read More  
Load More Posts
SUBSCRIBE TO NEWSLETTER
Turpis dis amet adipiscing hac montes odio ac velit? Porta, non rhoncus vut, vel, et adipiscing magna pulvinar adipiscing est adipiscing urna. Dignissim rhoncus scelerisque pulvinar?
""
1
First Name
Last Name
Mobile
Telephone
I am a
Prefered method of Contact
Message
0 /
Previous
Next
EXCLUSIVE NEWSLETTERS
Like what you are reading? Then signup for our quarterly snippets where we keep you up to date with the latest research so you can make high conviction and informed investment decisions.
As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.
DON'T FALL BEHIND
Sign up to gain access to your FREE copy of this month's GraySwan Scorecards
PGlmcmFtZSB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8yMjA3NjQ4OTk/Y29sb3I9ZmZmZmZmJnRpdGxlPTAmYnlsaW5lPTAmcG9ydHJhaXQ9MCZiYWRnZT0wIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3dmdWxsc2NyZWVuPjwvaWZyYW1lPg==
WALK WITH A PURPOSE
The GraySwan Charitable Trust initiated and launched a soulful shoe project, “Walk with a Purpose” in 2016. Watch to find out more...
NEXT SNIPPET