Financial Planning for the Global Citizen
A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
Global Financial Planning Conference ALL STARS
PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 9 June 2026.
Is your DFM truly independent?Here’s how to tell
Few words carry as much complexity as independence. It is often accepted at face value. So, what does independence really mean in practice – and how should advisors assess it?
Join us at the PROpulsion Financial Planning Conference 2026 – The...
A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
Excellence is intentional: The 2025/2026 FPI Approved Professional Practice of the...
In a year defined by rising expectations in the profession, Ascor Independent Wealth Managers emerged as a benchmark for what true excellence is. Awarded the 2025/2026 FPI Approved Professional Practice of the Year, the firm stands out for technical mastery and its philosophy rooted in ethics, independence and purpose-driven client service. Blue Chip caught up with the team.
Equilibrium Investment Management
Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives.
What to look out for in an offshore platform
For South African clients, Momentum Wealth International provides a gateway to global markets through a secure and flexible platform designed to meet diverse financial goals, writes Hymne Landman, CEO at Momentum Wealth.
Private Markets Outlook Q2 2026: five key takeaways for wealth investors
Private markets offer resilience and opportunity amid volatility, disruption and structural change, writes Nils Rode, Chief Investment Officer, Schroders Capital.
Reclaiming your future through financial freedom
Aldert Brink, CEO of Momentum Financial Planning, explores the concept of financial freedom as a critical, yet often overlooked, dimension of personal empowerment.
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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.
Terebinth Fixed Income Macro FR Retail Hedge Fund
Fixed-income hedge funds are becoming an increasingly valuable portfolio tool as investors contend with stubborn inflation, shifting interest-rate cycles and geopolitical uncertainty, writes Mario Schoeman of Terebinth Capital.
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