Company Insights

Why Bitcoin? Altvest Capital’s Bold Entry into the World of Digital Assets

Why Bitcoin?: Altvest Capital’s bold entry into the world of digital...

Altvest Capital Limited (JSE: ALV) has announced its first investment in Bitcoin (BTC) as part of a strategic treasury management initiative aimed at strengthening financial resilience, preserving shareholder value, and gaining exposure to the world's most recognized decentralized digital asset.
Kirsty Scully, Board Chairperson of the FPI

I am because of others

Kirsty Scully, board chairperson of the FPI, has been elected to serve as chairperson of the FPSB Council. The FPSB is the standards-setting body for the global financial planning profession. Its mission is to manage worldwide professional standards in the industry represented by the CFP® mark.
Alexforbes named best investment survey provider in africa

Alexforbes named best investment survey provider in Africa

Alexforbes is proud to announce that its investment survey team has been named the Best Investment Survey Provider in Africa for the sixth consecutive year.
Unlocking china's high growth potential for sa investors

Unlocking China’s high-growth potential for South African investors

As Altvest Capital prepares to investigate the feasibility of a launch of the Altvest Orient Opportunities Fund on the Johannesburg Stock Exchange, we are excited to present an unprecedented opportunity for South African investors to access one of the world’s most dynamic and promising venture capital markets: China.
coaching approach stock image Canva premium

Do clients want financial planners to adopt a coaching approach?

I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this...
Warren Wheatley CA (SA), CFP®, Founder, Altvest

Transforming the private equity landscape

Altvest Capital is a local investment platform committed to democratising access to alternative investments, primarily in high-growth sectors. Blue Chip caught up with Founder, Warren Wheatley.
the two key risks facing investors

The two key risks facing investors 

According to Johanna Kyrklund, Group Chief Investment Officer at Schroders, more resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration.
Guy Holwill, Chief Executive of Fairbairn Consult.

Client experience is the new marketing

This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX).
FPI surpasses 500 cfp professionals

FPI surpasses 5,000 CFP® professionals, marking a historic milestone

The Financial Planning Institute of Southern Africa (FPI) proudly announces a significant milestone in its history: as of 31 December 2024, FPI has surpassed 5,000...
succession planning guide for financial advisers

Success in succession: A guide to succession planning for financial advisers

Johnny Wood, Head of Adviser Partnerships at Momentum, provides crucial insights into succession planning for financial advisers.
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Absa Index and Structured Solutions philosophy and process

Absa Index and Structured Solutions (AISS) offer a broad range of structured products with bespoke solutions offering a client-centric focus designed to match clients' unique preferences, risk profiles and financial goals.

Index methodologies in structured products

This piece aims to provide an understanding of how issuers select and build indices for structured products, writes Fundiswa Pikashe, Head of Structured Products Distribution at Absa.

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.

Enter adviser practice buy-and-sell conversations with confidence

Blue Chip speaks to Brokerspace and Commspace to find out why understanding the full picture before choosing a path forward might change your succession and sale conversations for the better.

Why blending unit trusts remains essential

In an environment where opportunity and uncertainty coexist, blending unit trusts is not about being cautious. It is about being prepared. By Natalie Harrison, Head of Distribution at Curate Investments.
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