Aurum Trust

30/04/2026

"In an age where everything is automated and online, people will increasingly need human engagement. It is human nature to seek connection with those we trust during times of heightened anxiety or deep trauma. If your spouse dies in an accident, would you ask Claude to hold your hand and help you through one of the hardest periods of your life?"

How tech and AI will affect new and experienced advisers, asset manager fees and platforms in the near future.

28/01/2026

Less than 3 weeks to save tax for the 2026 tax year.

26/01/2026

"The most successful transitions happen when clients already know the incoming adviser before the formal handover."

12/12/2025

"‘Hedge funds perform quite differently from traditional long-only unit trusts. The hedge fund manager has a lot more tools in his arsenal that he can deploy to protect capital and generate higher returns.’"

Some reasons why the vehicles appeal to advisers and wealth managers include better risk-adjusted returns, improved risk management, uncorrelated assets and diversification.

11/12/2025

"Botha pointed out that between 2004 and 2024, there were only three years when the average tariff increase from Eskom did not exceed inflation as measured by the consumer price index (CPI).

In fact, he said average tariffs increased by 1,027% over this period, whereas CPI increased by 191%."

Andre de Ruyter previously warned that if Eskom keeps hiking its prices far above inflation, wealthier customers will dump the utility, presenting risks that are now materialising.

10/12/2025

Client’s golf weekend done and dusted at Fancourt.

10/12/2025

"The figures show that 77% of South Africans rely on their own knowledge when investing, and 12% lean on friends or family. By contrast, only 9% turn to accredited advisers.

The kicker is those who use the services of an adviser see their investment holdings grow 9.5 times higher, on average."

Despite advised households holding significantly more investments, only 9% of South Africans use accredited financial advisers, raising concerns over growing self-reliance.

08/12/2025

https://mybroadband.co.za/news/business-telecoms/621346-if-you-invested-r1000-in-vodacom-and-mtn-in-2015-here-is-how-much-money-you-would-have.html?utm_source=newsletter

Here’s what a R1,000 investment in Vodacom and MTN 10 years ago would be worth today if you reinvested the dividend payouts.

18/10/2025

FSCA Press Release - FSCA warns the public about the

impersonation of the FSCA by Michael Lewis_17 October 2025.pdf
FSCA Press Release - FSCA warns the public against persons impersonating Verbo Capital (Pty) Ltd_17 October 2025.pdf
Commissioner's opening address - National Financial Literacy Speech Competition finals 2025.pdf
FSCA Press Release - FSCA issues public warning against Mr Lethabo Mashiane and Mr Vhuhwavho Lehaiva_17 October 2025.pdf
FSCA Press Release - FSCA issues public warning against El Chapo_17 October 2025.pdf
FSCA Press Release - FSCA warns the public about impersonation of the FSCA_17 October 2025.pdf
FSCA press release - FSCA issues public warning against Barclays Academy_17 October 2025.pdf

30/09/2025

'The watchdog’s recommendations are closely tracked by global investors who are wary of conducting business in places found to be deficient in anti-money laundering regulations."

Mozambique and Burkina Faso also line up for possible exit at Paris plenary.