Company Insights

A changing world

This year, 2025, will go down in history as an important turning point for the world, writes George Herman, Chief Investment Officer, Citadel.

The liquidity advantage: why ETFs should play a bigger role in...

ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.

Edify Fund Managers

Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.

Blending families, balancing futures

The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth.

Protect yourself from financial fraud

Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise. Bryan Leach, a wealth manager at Private Client Holdings, gives practical advice on how to protect yourself.

What makes a compelling offshore platform?

Momentum Wealth International empowers South African clients to invest globally with confidence, offering an investment platform that is secure, flexible and tailored to individual needs. Robert Rhodes, managing director of Momentum Wealth International, tells us more.

FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala...

The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg. And the winners are...

Pride and professionalism

Blue Chip speaks to Bashkar Rattan from Rattan Wealth and Fiduciary Consultants about his successful career as an independent CERTIFIED FINANCIAL PLANNER®.

Gold’s enduring value: Proof Krugerrands as a strategic asset

In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience. By Rael Demby, CEO, The South African Gold Coin Exchange and The Scoin Shop.

Offshore tax regulations: implications for South African investors, business owners and...

In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses. Lance Lawson, Business Development Consultant, Sovereign Trust SA, explains some of the complexities of foreign tax regulations.
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Corporate activism: Unlocking value beyond traditional investing

Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.

What matters most to investors during “permanent” volatility? 

Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders. 

Do inward-listed investments use your offshore allowance?

Kevin Swartz of Absa shares his thoughts on the difference between structured products classes.

Hennie du Plessis CFP® | Financial Planner Profile

Blue Chip speaks to Hennie du Plessis CFP®, Principal Advisor, RiG Advisory Services, about his journey as a Financial Planner.

Economic resilience despite geopolitical fragility

Maarten Ackerman, Chief Economist, CAM Asset Management, details how the global economy has demonstrated remarkable resilience in the face of a fragile geopolitical landscape.  
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