Business Talk – PSG’s Wendy Myers on what to consider when choosing an investment platform

 ·3 Apr 2024

In this Business Talk with Michael Avery interview, PSG Head of Securities Wendy Myers explains what investors should expect from their chosen investment platform.

Myers is a qualified Chartered Accountant and boasts over 20 years of experience in financial markets and the investing sector.

Her financial career began in 2004 when she was appointed as a Global Markets Finance Business Partner by Rand Merchant Bank.

Myers held this role for over eleven years before being appointed the new COO of FNB Stockbroking and Portfolio Management for Ashburton Investments in 2015.

She was then appointed COO of FNB Wealth and Investments in 2017, before assuming her current role at PSG Wealth in 2021.

Myers has held many other important roles in major financial organisations, too, including being a member of the South African Institute of Stockbrokers since 2000.

The interview

Myers begins this interview by unpacking the key features that a great investment platform should have.

She then explains how an investor can transfer their investments from one platform to a superior one.

Myers discusses important considerations that will arise during this process, including costs and the types of accounts the investor should open.

She concludes the interview by outlining a few final considerations for this process, and recommending that investors prioritise platforms that give them access to a financial adviser.

Watch the full interview with Wendy Myers below.

Show comments
Subscribe to our daily newsletter