Key insights on two-pot retirement system
Alexforbes released key insights and trends from the implementation of the two-pot retirement system, a significant change to South Africa’s retirement fund sector introduced on 1 September 2024.
Financial planning for clients who are emigrating
Since formal emigration through the Reserve Bank was phased out in 2021, global mobility has become more accessible for South Africans, yet advice around the new regulations and South African tax non-residency has become more relevant than ever says Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth.
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.
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 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 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.
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...
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
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.
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).
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Discretionary Fund Manager (DFM) listings 2026
The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.
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.
The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa
The 2026 Blue Chip Hedge Fund Guide is the second edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
Recalibrating South Africa’s Industrial Edge
Exito Media Concepts Announces the 33rd Edition of the South Africa Manufacturing Show 2026 - Recalibrating South Africa’s Industrial Edge
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