How you can invest in future trends
Jako de Jager, head of retail portfolio solutions at Momentum Investments, shares six trends that will affect the global economy in 2023 and beyond.
Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer
Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year.
Brandon made the announcement to...
Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
How advisors are benefitting from partnering with a DFM
A growing number of financial advisors in South Africa are starting to use discretionary fund
managers to help them manage their clients’ funds in the complex world of fund management, says Methula Sikakana, Business Development Manager, Equilibrium
A failing state?
As South Africans, we tend to forget that our history is filled with apparent existential crises. To gain a better perspective on the current situation, it is valuable to take a look into the past, says Wallace Barnes
CA(SA), Analyst, Steyn Capital Management
The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
Investment Moments, Podcast Episode 10
In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.
Investment Moments with Momentum Investments, Podcast Episode 13
In this episode Ali Simpkins (Fund Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta investment strategies and the launch of the Momentum Quality Equity Fund.
Investment Moments with Momentum Investments, Podcast Episode 12
In this episode Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.
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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.
Blue Chip DFM Guide 2026
Welcome to the 2026 edition of the Blue Chip DFM Guide, a guide to Discretionary Fund Managers in South Africa.
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