Established in 2011, Glacier by Sanlam's independent consulting team offers intermediaries the benefit of creating, implementing and reporting on wrap funds on their behalf, freeing them up to offer the best possible service and advice to their clients.
Following the launch of a range of Exchange Traded Funds (ETFs) on Glacier’s platform, Dean De Nysschen, a Research & Investment Analyst at Glacier, chats to Yusuf Wadee, Head of Exchange Traded Products at Satrix.
We are extremely excited to announce the launch of the Glacier AI Flexible Fund of Funds and when I say AI, I mean that this fund is managed completely through artificial intelligence and machine-learning techniques.
International investing, from an administration perspective, is different to the administration for local investments. Especially if it’s your first international deal, you need to make sure you are comfortable with the requirements and all the paperwork that is needed.
Without a doubt, the living annuity (ILLA) is the preferred choice at retirement today, as it allows investors the flexibility to select their income level, manage the funds in which their retirement capital will be invested and thereby control their exposure to risky assets.
One of the great challenges currently being faced by a financial intermediary in South Africa is post-retirement planning. The reason for this is that the average South African only saves about 7% of income, relative to the actual rate that should be 15%.
Category 1 intermediaries now have the option, while creating a new business quote and generating an application form on the Investment Hub, to obtain authority from the client to sign and convey further instructions to Glacier on the client's behalf.
Iain McCombie, partner and chief of investment staff at Baillie Gifford – despite some recent issues that have emerged, his firm continues to like Facebook; it also has a stake in Tesla with a view to the electric vehicle and energy storage trend
Alex Tedder, head of global and US large cap equities at Schroders – electric vehicles are on the way, but Tesla may not be the winner; incumbent automakers are also well on the way with their own EV strategies.