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Enhancing value and diversification

Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.

COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.

How serious are the spillover risks from private credit to public...

Problems in direct lending, the $2-trillion sector of the broader private credit market, are worrying investors in public markets. Are they right to worry asks Duncan Lamont, Head of Strategic Research at Schroders?

Evolving momentum in today’s world of work

Momentum Corporate’s refreshed brand campaign reflects how the world of work and the needs of employers and employees have evolved. Blue Chip speaks to Dumo Mbethe, CEO of Momentum Corporate and executive director of Momentum Group.

Fostering a formidable firm: the momentum effect of employee benefits

Momentum Corporate’s FundsAtWork reached R100-billion in assets under management in 2025, yet its mission to serve a diverse membership remains constant. As the organisations grows, its delivery methods must adapt, since scale magnifies the effects of all decisions. Momentum Corporate’s leaders outline its employee benefits that drive success.

Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.

From hero advisors to professional systems

How Consolidated Wealth Group is making advice quality repeatable.

Is multi-asset prime brokerage becoming essential for the modern hedge fund?

Many argue that the global financial crisis permanently changed the relationship between hedge funds and their prime brokers, writes Chris Edwards, Managing Director and Head of the Prime Services, and the Index and Structured Solutions businesses at Absa Bank.

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.

Offshore investing isn’t just about diversification

Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.
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Responsible Investing and Investment Merit

WEBINAR: How integrating sustainability into investment decision-making is a crucial part of building resilient client portfolios.

Pleasant with intervals of clouds and sunshine

For financial planners, it is very tempting to make forecasts when clients ask for our views on markets, currencies and geopolitics. How do we handle uncertainty in markets and meet our clients’ need for stability?

A DFM who is not just talking technology

AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan.

Enhancing value and diversification

Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.

Conversations over calculus

Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.
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