In this Business Talk with Michael Avery interview, Wendy Myers discusses risk profiles and how to choose the right investment style.
Myers is the Head of PSG Securities at PSG Wealth and a veteran of the South African investment finance sector – with over two decades of experience.
She has served in her current role since 2021 and, before this, held numerous other notable leadership roles at prominent companies.
This includes working for four years as the Chief Operating Officer at FNB Wealth and Investments, and for two years as the Chief Operating Officer at FNB Stockbroking and Portfolio Management for Asburton Investments.
Myers also worked as a Global Markets Finance Business Partner at Rand Merchant Bank, where she oversaw the delivery of on-balance-sheet structured products referencing hedge funds and derivatives for ultra-high-net-worth individuals.
She is also a member of the South African Institute of Stockbrokers, and holds a Bachelor of Commerce degree and a Postgraduate Diploma in Accounting from the University of Cape Town.
The interview
In this Business Talk interview, Myers discusses why the best starting point for investing is defining one’s risk profile and understanding how investment portfolios work.
Myers unpacks the main strategies investment professionals use to manage their portfolios and produce notable returns.
She also outlines the distinction between discretionary and non-discretionary management and the advantages each offers for different types of investors.
She concludes the interview by touching on the mindset needed to invest effectively.
Watch the interview with Wendy Myers below.
