Portfolios built for prosperity
Capital Internationals Group's collaborative approach enables them to better understand your business, adapt to its unique requirements and ensure that your client needs come first.
How a Secure AI Assistant transforms your client relationships and frees...
Zeldeen Müller, Founder and
CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind
Cutting out the noise
The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024.
Levelling the playing field: Exchange control reforms and ETF growth in...
Ben Meyer, Managing Director at Prescient Capital Markets, unpacks how recent regulatory reforms could unlock significant growth in SA’s ETF market.
Risk Aversion vs Returns: South African investment lessons from 2024
Several crucial investment lessons emerged from 2024 – a year in which investor expectations were thwarted time and again writes Murray Anderson, Head of Retail at Prescient Investment Management.
Making offshore investing easy
Lerato Lebitsa, Business Development Manager, Investment Management at Capital International Group, explains how one can avoid complexity in offshore investments.
Thinking out of the box
Kobus Kleyn, CFP®, Tax and Fiduciary
Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
Alexforbes strengthens investment capabilities
Alexforbes announces significant enhancements to its investment team, aimed at delivering superior outcomes for clients across various regions.
The anatomy of a bubble: Are we in an AI bubble?
Stuart Copley, Head of Investment Process at Fundhouse, asks the question: are we in an AI bubble?
How do you charge for investment advice?
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, questions the standard industry practice of asset-based fees on the behalf of clients.
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Enhancing post-retirement income with discretionary solutions
When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.
Setting the gold standard in financial planning
South African business leader, advocate for financial literacy and driver of equality in the finance sector, Olwethu Masanabo, CFP®, has taken over the helm of the FPI as the FPI Board’s chairperson. Blue Chip spoke to her about her aspirations for the FPI.
Beyond the trophy: the invaluable lessons of a Financial Planner of the Year
Rudolph Geldenhuys shares his experience of winning the FPI Financial Planner of the Year 2024/25.
When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
Laurium Capital
Laurium Capital is an employee-owned boutique asset manager, offering several hedge and long-only funds to South African and global investors.
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