The Collaborative Exchange

📢 Exciting News! News24 and The Collaborative Exchange are thrilled to introduce the FundHub Industry Performance Awards, set to redefine investment recognition in South Africa. 🎉 This groundbreaking event will take place on March 3, 2025, in Cape Town. It will run alongside The Investment Forum, the country's premier investment conference, which attracts over 1,500 industry leaders annually. What makes these awards unique? A spotlight on exceptional investment performance across diverse categories—from single and multi-manager funds to hedge and passive funds. Let’s celebrate excellence in the financial sector! 🌟 https://lnkd.in/dxUkFr2P #FundHubAwards #InvestmentRecognition #FinancialIndustry News24 South Africa Iress JTC Group Currency Partners The Collaborative Exchange

The Investment Forum is one of the premier investment thought leadership events in South Africa. We are therefore delighted to announce one of our keynote speakers - Valter Adao from Cadena Growth Partners. Valter is a Tedx Speaker, faculty member of Singularity University and former Chief Digital and Innovation office for Deloitte. He is an expert in the fields of disruptive innovation, rapid commercialisation, business-imagination and emerging technologies in Europe, Asia and Africa, where he does most of his work. If you are a registered and practicing financial adviser/wealth manager/Multimanager or DFM, register now as this conference normally sells out fast. The Collaborative Exchange FUNDHUB.co.za #InvestmentForum2025 #ParadoxOfChoice #NothingChanges #NothingStaysTheSame Valter Adão

With our second #MiddleEastWealthXchange event now wrapped up, we would like to thank everyone who made it possible: our incredible speakers, insightful panelists, the ever-engaging MC Katie Chambers (née Rowlett), our valued sponsors, the talented event team The Collaborative Exchange and the dedicated staff at the Capital Club Dubai in #DIFC. It was also beneficial to work in partnership with G&M Media, who are behind two media titles and held their own #MiddleEastForum breakout session at our event. Your collective efforts made this event an overwhelming success Despite a packed week with plenty of industry events we are thrilled to report a 74% increase in delegate attendance when compared to 2023 The images included in this post showcase the main room where the event took place, one of our keynote speakers, Mike Coop from Morningstar and the highly popular personal image zone, which was a big hit due to the support of Gregory Grytchenko from Blue Eye Picture, the stylists from UB Grooming in DIFC and our live event artist Don Stay tuned for our upcoming event summaries and an exciting announcement on our plans to make MEWX 2025 even bigger and better! #MEWX #CapitalClub Insight Discovery Kevin Hinton Jason Hinton Debbie Lee Hinton Gary Robinson Mark Battersby #UBGrooming Harvi Virdi (née Rayat) Helena Hill Louisa Carnegy Amine Bentaleb David Kenny Dave Marshall David Tait George Triplow, Chartered Fellow CISI Marcus Chin Mark Sanderson Marwan Haddad, CFA M. Mughal M.R. Raghu, CFA, FRM, FCMA Peter Jackson Philip Rose Ryan Lemand, PhD Stuart Alexander Spike Hughes Tom Bicknell Stuart Shilcock Nigel Danzelman Simon Barwell Sabiha Harris Angela Gregory Mohamed K. Maryann Chukwurah

We are delighted to announce that registration for the 2025 Investment Forum is now open. In celebrating the 15th anniversary of this premier thought-leadership event, it will be returning to Sun City where it all began 15 years ago. The theme of the conference is “Paradox of Choice: Nothing changes. Yet, nothing stays the same”. We live in a period where rapid technological advances outpace our ability to assimilate them. Like a time warp, we see echoes of past bubbles and stock market crashes, all under the guise of “it’s different this time”. Join us on this paradoxical journey! Go to https://lnkd.in/gfseTiw to register. Only open to registered and practicing financial advisers/wealth managers/multimanagers/DFMs. The Collaborative Exchange FUNDHUB.co.za 10X Intermediaries @AllanGray Ashburton Investments Cogence Coronation Fund Managers Curate Investments (ex SA) Equilibrium Foord Asset Management INN8 Invest @InvestmentSolutions Alexforbes M&G Investments Southern Africa @MomentumInvestments Natixis Investment Managers Nomura Asset Management Peregrine Capital PortfolioMetrix PPS Prescient PSG Asset Management Rezco Sarasin & Partners LLP Satrix Schroders STANLIB @SteynCapital Sygnia Asset Management Truffle Asset Management Westbrooke Alternative Asset Management #wealthmanagement #financialadvice #financialplanning #IF2025 #paradox

About to go live with The Financial Planning Summit - a conference all about the BUSINESS of financial planning. Epic content! The Collaborative Exchange FUNDHUB.co.za

Mergers and acquisitions (M&A) provide financial advisory firms with a strategic path to growth by partnering with the right company. The right partner can help expand service offerings, improve efficiencies, and open new markets. When choosing a partner, it’s essential to find one with shared values, complementary expertise, and cultural alignment to ensure synergy and successful integration without compromising your firm’s core identity. Many successful firms have leveraged M&A to combine resources, streamline operations, and enhance client service, driving both efficiency and scale. Peter Armitage @Pieter Bester Marius van der Merwe #FinancialPlanningSummit The Collaborative Exchange

When we launched The Investment Think Tank four years ago, we backed ourselves that if we built great industry content, the audiences will come. The event takes place in towns such as Gqeberha, Durban, Potchefstroom, Nelspruit, Mbombela and now Pretoria. The event has now become an important date in the calendar for financial advisors/wealth managers in these regions. To such an extent, that the event is now fully subscribed with over three weeks still to go. The SOLD OUT sign goes up today and we thank those sponsors that have backed us from day one with this initiative. The Collaborative ExchangeFUNDHUB.co.za Hamilton van BredaMurray Anderson CFP®@StevenAmey Florbela YatesTrisha JorgeMichelle Aspinall Noth, CFACarl LateganRafiq TaylorLeigh KohlerCharles Lombard@AndreSteyn Edden KiftKondi Nkosi Eben KarstenKirsty Wilson, CA(SA)Dr. Fränzo Friedrich

The Collaborative Exchange is pleased to announce that the latest South African Discretionary Fund Management Survey is now published. This is the most comprehensive set of data on the industry including growth of assets, investment performance, TICs, use of active vs passive vs rules based strategies etc. The local market is very well contested (yet fragmented) and has been growing by more than 20% per annum over the past 3 years. 12 Companies participated in the Survey, and we believe that this represents approximately 85% of the industry landscape. The Survey can be purchased by mailing Jason@thecollaborative.co.za The Collaborative Exchange FUNDHUB.co.za #DFMs #assetmanagement NMG Consulting

We look forward to welcoming our delegates and sponsors to Meet the Managers 2024 in Cape Town. 33 varying fund managers covering global and domestic markets in short/concise sessions. Going to be a very interesting day with a post election reflection on how markets will respond to varying political alliances! #thecollaborativeexchange FUNDHUB.co.za #wealthmanagement #financialplanning #MeetTheManagers2024

Leading Insights into The Collaborative Exchange's 2023 DFM Survey. Join us to gain insights into the latest research on South Africa’s DFM landscape. The appointment of DFM’s has grown exponentially over the past number of years, but there is very little qualitative and quantitative data to evaluate this growth. Most references to this sector are anecdotal and possibly over or under-stated. During this webinar, we shed light on this sector and bring a crisp perspective to how DFM’s have actually prospered over the past number of years and the trends we see evidence of. Register: https://lnkd.in/djEnBA-a Kevin Hinton The Collaborative Exchange Amity Investment Solutions @analytics Cogence Equilibrium Glacier Invest 2IP Independent Investment Partners INN8 Invest MitonOptimal South Africa Morningstar Old Mutual Investment Group PortfolioMetrix STRATEGIQ Capital