This is a Platinum Portfolios Podcast featuring a longstanding client Annelie Smit.

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…

This episode explores how Platinum Portfolios partners with IFAs to support their clients and grow their practices - providing disciplined solutions, simplified portfolio construction, and direct access to our portfolio managers every step of the way. Chapters 00:00 - The Importance of Partnerships with Advisers 01:19 - What Makes Platinum…