The pace of change in investing has hit 88 mph — and there’s no slowing down.

Both advisers and asset managers need to know how to navigate the markets, but change is everywhere. Whether it’s tariffs, political shocks, the rise of AI systems or new technologies, portfolio construction and client advice/risk management is being redefined before our eyes. Yet at the same time, traditional factors like engagement and authenticity matter more than ever. This isn’t just evolution — it’s a time-jump back into a new investment paradigm.

Join us at the INN8 Invest Summit 2025, where our industry’s brightest minds share their thoughts, opinions, and insights as we chart a course through the fast-moving investment world. From predictive models to retaining established best practice, we’ll explore the changing nature of investing.

With 25 sponsors on board, you will get to interact and hear from some of the most exciting asset managers in the country.

South African’s continue to diversify their wealth beyond borders into developed markets. However, this creates a myriad of other complexities including an assessment of offshore jurisdictions, cross border tax and estate duty planning and other such complex matters.

South African based wealth managers are often inadequately resourced to advise on these matters as private banks have a more diversified team of legal and tax advisers on hand to offer professional advice.

The International Investment Symposium brings together domestic and international subject matter experts under one roof to demystify international wealth management.

The Symposium will be held on the 30th September 2025 at The Mount Nelson Hotel in Cape Town. The conference will also be streamed out live.

Institutional Investment Insights is an in-person event brought to you by The Collaborative Exchange, – SA’s leading advisory, research and events management company in the investment industry.

This conference is specifically designed for senior pension CIOs, asset/liability specialists, DFM’s, multi managers, family offices and trustees.

Under the theme The Big Reset: Managing pension fund assets in a dysfunctional world, the event content focuses on the strategies and frameworks needed to navigate today’s fractured markets and rebuild resilient pension fund portfolios.

The conference will consist of various keynote presentations by local and international experts and panel discussions, where practitioners will rigorously debate approaches to rebooting risk frameworks, engineering liability-driven portfolio modules and unlocking alternative sources of alpha.

There are clear parallels with other sectors, such as the automotive industry. Not all cars are self-driven yet, but innovations in engines, fuels, diagnostics, route planning and driver assistance are rapidly changing our ideas of what cars are for and how we use them. In the same way the 2020s will change our understanding of financial advice (and the business models that support them) and, in the process, overturn our assumptions about strategy, operations, regulation and success in the wealth industry.

The Financial Planning Summit is all about the future business models in financial planning/wealth management and what you will need to remain relevant and competitive in a dynamic industry.