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Finance

Retire like a Pro

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John Hibbert, Trust Officer in our Somerset West office, and former golf coach, shares his observations on the similarities between investment management and the game of golf. “Establish a game plan before the round, not during it.” Tiger Woods           ` Golf, a metaphor for investment management Personal Trust hosts a ‘Retire like a Pro’ […]

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ETFs de-mystified

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Glenn Moore, Personal Trust Fund Manager, discusses the pros and cons of Exchange Traded Funds. There has recently been a lot of press comment on ETFs (Exchange Traded Funds), in particular in relation to the ‘high fees’ charged by fund managers and the question of how much value fund management adds relative to passive investment […]

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Ten things you need to know about your Will

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The following are ten important issues or common misconceptions you need to know about your Will. Only an original and signed Will is valid Your appointment of a friend or family member as Executor may be declined by the Master, thus the co-appointment of an approved professional is paramount Your Will only deals with life […]

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PPS Sickness and Incapacity benefits

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Trust Officer Loren le Roux advises that we need to be prepared financially to cope with sickness or disability. Do you have sufficient risk cover in place in case tragedy strikes and you are sick, or temporarily or permanently incapacitated? Are you the breadwinner and will disability or death have a profound impact on your […]

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