Company Insights

Altvest Capital's banners on road

The Altvest Orient Opportunities Fund is opening doors

By bridging South African capital with China’s booming venture-capital market, Altvest Capital's Orient Fund empowers investors to participate in transformative global innovations and diversify beyond conventional asset classes.
Ray Mhere, CEO, Curate Investments

Curate Investments: The art of investing

Curate Investments is a new asset manager that opened in 2024 with a clear mission: to find the best people to look after its clients’ money and provide clients with access to top-tier global expertise, whatever their investment goals. Blue Chip speaks to CEO, Ray Mhere.
key insights on two-pot retirement system

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.
Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth

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 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.
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BCI Global Investment Conference 2025

BCI Global Investment Conference 2025

Join us at the industry leading investment management conference of the year. BCI will proudly host 41 top local and offshore investment managers in May 2025. A prime opportunity to gain...
Zeldeen Müller, CEO, AgendaWorx

Three AI tricks to make your clients love you more

Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
The financial adviser's balancing act

Choose your poison

Our mission as financial advisors is simple: helping clients achieve their cherished life and financial goals, ensuring they don’t run out of money and...
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