In this episode of the Platinum Portfolios Podcast, co-founder Mel Meltzer speaks about goals-based investing - and why choosing investments from short-term performance tables could lead clients away from their long-term financial objectives. Platinum Portfolios’ multi-manager funds offer risk-managed solutions designed to achieve specific goals within appropriate risk limits. The…
Discover how adopting an ownership mindset can transform your approach to business and investments. In this episode of the Platinum Portfolios Podcast, Charolyn Pedlar, co-founder of Platinum Portfolios, shares insights on the parallels between business ownership and investing, emphasizing the importance of quality, small improvements, and risk management for long-term…
In this episode of the Platinum Portfolios Perspective, Lyschelle Covelé, Client Relationship Manager, shares her perspective on the importance of relationships, trust and genuine support in wealth management. The conversation explores how Platinum Portfolios works alongside Independent Financial Advisers to help create a more personal, responsive and connected experience for…
In this episode, Stuart Green discusses how disciplined multi-manager investing and active asset allocation can help advisers build more resilient client portfolios. The conversation covers retirement income planning, avoiding common portfolio construction pitfalls, and maintaining perspective in a volatile South African market environment. Key Topics: Active decision-making in asset allocation…
In this episode, Host John Culverwell and Co–Founder Charolyn Pedlar discuss the Platinum journey with John Holder, exploring how Platinum Portfolios supports independent financial advisors (IFAs) with a focus on long-term client relationships, investment consistency, and strategic growth. Keywords: Financial Advisory, Investment Strategies, Client Retention, Platinum Portfolios, IFA Growth, Long-term…
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