Do you really know your partner for life?
John Kotze, Head of Retail Protection Product Marketing at Old Mutual, highlights the striking similarities between marriage and the contractual commitments of a life insurance policy, particularly in terms of life protection coverage (including death, disability, illness, and funeral benefits).
The pinnacle of wealth curatorship
True wealth management is a subtle transformative process that connects a unique combination of elements to create a powerful outcome. It requires a specific mindset, a distinct philosophy and a true depth of expertise. Private Clients by Old Mutual Wealth has mastered these elements. We speak to the Head of Proposition and Business Development, Jaco Gouws.
Investing for generational impact
Abdu-Rahman Abrahams Co-Head: Hybrid Equity, a division of Old Mutual Alternative Investments, shares his experience of a funding model that leaves a legacy for future generations.
The hype around investing offshore is back at the euphoric levels...
Offshore investing trends in the mid-1990s differed hugely from today. Fund choices open for South Africans extended to no more than five options, yet almost every application form received, allocated the funds, whether on a recuring premium basis or as a lump sum, to asset swap/feeder funds, says Sheldon Holdsworth, Old Mutual International, Regional Offshore Specialist.
Retirement coaching: adding value to your practice
When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
Latest claims statistics: a reality check for men
Statistics South Africa (StatsSA) confirm that women live considerably longer than men, on average.¹ The general consensus is that the combination of men’s lifestyle...
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How important is investment performance when assessing a DFM?
A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?
Understanding the different faces of investment risk
Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, “Risk is what’s left over after you think you’ve thought of everything,” writes Roné Swanepoel, CFA®, Head of Distribution, Morningstar Investment Management South Africa.
Reimagining retirement: Why rules of thumb matter more than we think
Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
Seeing the wood for the trees
Professional conduct at Woodland Wealth is defined by rigorous standards, disciplined processes and an uncompromising commitment to client interests. Ethical behaviour forms the foundation of client engagement. Blue Chip speaks to CEO, Andró Griessel.
The compliance landscape for financial planners for 2026
Assessing the regulatory landscape can be compared to reading the ocean before a surf.
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