TBI Group

We hope you've enjoyed getting to know our team through our video snapshots as much as we've enjoyed filming and sharing them with you. The person in the driving seat of this campaign is our Head of Marketing, Danielle O'Kennedy CFP®. Usually, Danielle prefers to be behind the camera shining a light on the work we do. This week we're reversing the shots as Danielle shares her insights into what makes TBI tick and why she thinks our income funds offer individuals and companies the best value for their disposable cash investments. Click to meet Danielle in the link in the comments below. #TBIBrand #TBIInvestment #TBITeamWork #TBIAfterTaxReturns

📊 Did you know that multi-asset funds consistently outperform single-asset strategies in terms of risk-adjusted returns? Our Portfolio Manager Eugene Goosen breaks down the key strategies behind successful multi-asset fund management in our latest FundHub article. Learn how TBI's Global Multi-Asset Income Fund uses tactical asset allocation, absolute return strategies, and inflation targeting to help investors achieve both growth and security. Link to the article in the comments below. #InvestmentManagement #MultiAssetFunds #PortfolioStrategy #TBIInvestments

Faces of TBI: Where Problem-Solving Begins Ian Donovan, TBI's Head of Legal, is unfailingly complimentary about his colleagues and other individuals he considers talented and highly skilled. We think it's time to return the compliment by highlighting some of Ian's incredible work behind the scenes at TBI. In this video short Ian introduces his passion project, the Blue Sky Foundation, which he started to make it easier for disadvantaged communities on renewable energy project sites to access funds due to them. Another valuable member of our TBI team is fahima omar, our Office Administrator. She's possibly the wisest person on our team. Fahima runs a tight ship, and because no day is ever the same, offers invaluable advice on how to create a better work-life balance. Link to Ian’s video: https://lnkd.in/dtMrFCHS Link to Fahima’s video: https://lnkd.in/dbmvQcam #TBITeam #CompanyCulture #BlueSkyFoundation #WorkLifeBalance

Investment Management Insight: Between Victories We often draw on our Bokke as a metaphor for team spirit and success. And while the lights shine the brightest on the big tests, it's the lulls between these matches that we want to illuminate here. Because this is when the real work happens. It's in these quieter moments away from the spotlight that the grind, dedication, discipline, and continuous effort take place - and where champions are made. There's a similar pattern that describes our investing approach at TBI. We understand that achieving strong after-tax returns isn’t about the big wins, but about the consistent effort behind the scenes. Just like a rugby team perfects its game through hard work and preparation between tournaments, we constantly refine our strategies and collaborate closely with clients to ensure we stay ahead. Our focus on long-term success means we’re always working—building trust, improving processes, and ensuring that when it’s time to deliver, we’re ready. #TrustAndTeamwork #AfterTaxReturns #TBIIncomeFunds #InvestmentJourney

TBI Behind The Scenes We often post about our TBI fund managers who bring decades of experience to create innovative investing solutions for HNWI and institutions. Wonder how we stay on top of fast-changing financial regulations and find the time to innovate? By way of introduction, watch these video shorts of our behind-the-scenes colleagues who keep us on track and create space to do what we do best: Shafieka Jamie: our Compliance and Office Administrator who rolls away the stones and keeps us up to speed with the law. Shafieka reveals what working at TBI is like. And then say hi to Marius Kriel, our Group Financial Manager, who handles TBI’s financials with precision and insight. He makes sure we're financially solid and ready for the future. We're proud of our TBI team and culture of professionalism with a very human touch. Links in comments below. #TBITeam #CompanyCulture #FinancialRegulations #FinancialCompliance

Is a Guaranteed Investment Right for You? There’s plenty of talk about guaranteed investments these days, and it’s easy to understand the attraction of secure returns. But guaranteed returns come with their own set of considerations—from inflation risks to missed opportunities for growth. At TBI, we’re here to help clients make choices that align with their goals and risk preferences. Take a look at our latest blog to see how balancing guaranteed and growth-oriented investments can help strengthen your portfolio. [Link in comments] #TBIBlog #BalancedPortfolio #FinancialPlanning #GuaranteedInvestments

Power Up Your Portfolio With Multi-Asset Income Funds At TBI, we're often asked about multi-asset funds. Here's why we consider them valuable: 1. Risk Management: By spreading investments across stocks, bonds, and other assets, these funds help cushion against market volatility. 2. Expert Oversight: Our team continuously adjusts the asset mix, responding to economic shifts to protect and grow your wealth. 3. Efficiency: Instead of juggling multiple investments, you get a professionally managed, diverse portfolio in one package. 4. Accessibility: These funds open doors to markets and assets that might be challenging to access individually. 5. Cost-Effective: Building a similar portfolio on your own could be more expensive and time-consuming. Interested in simplifying your investment strategy without sacrificing sophistication? Let's discuss how multi-asset funds could fit into your financial plan. #investmentstrategy #multiassetfunds #wealthmanagement #TBIinsights

Proof Of Success: It's In The Pudding At TBI Investment Managers, occasionally we'll step away from our desks to enjoy a bit of team-building. At our most recent event, we found ourselves embroiled in our own MasterChef culinary adventure that brought together every member of our TBI family. Picture our diverse crew - from portfolio managers to our indispensable support staff - wielding spatulas with the same enthusiasm we usually reserve for spreadsheets and client calls. In a delightful twist, our dessert team (Inghe Schneider , Shafieka Jamie, Eugene Goosen and Ian Donovan) emerged victorious, proving that in both workplace success and baking, a balanced approach yields the sweetest results. Our ability to collaborate in the kitchen reflects our commitment to working together for our clients - though perhaps with fewer whisks involved in our financial strategies. #TBIInvestmentManagers #TeamBuilding #WorkplaceCulture

Beyond Box Ticking: TBI's Compliance Approach At TBI, we're all about building client trust and contributing to a robust financial sector. This attitude runs deep through our company culture. But it's often the hard work behind the scenes that enables us to maintain excellent standards. In our latest blog, we draw insights from our Group Legal Counsel, Ian Donovan, who reveals our compliance strategy and reflects on South Africa's unique financial sector challenges. Read the full article here: https://lnkd.in/dyNrPX4E #financialcompliance #investmentmanagement #SouthAfricanfinance #FAIS

TBI Team Braai: Sharing is Caring Last month, we took a break from the usual hustle and bustle to come together for a TBI braai at the office. It's moments like these that remind us of the importance of community and connection. As the saying goes, "Families who eat together, stay together." And here at TBI, we're more than just colleagues – we're a family. Sharing a meal allows us to strengthen bonds, foster collaboration, and celebrate our successes as a team. A big thank you to the braaiers, Joanne Hodgskiss and Marius Kriel. Here's to many more moments of togetherness and team spirit! #TBIofficelife #teambuilding #companyculture #familyatwork