Company Insights

PROpulsion Practice Management Conference 2026

The 2026 PROpulsion Practice Management Conference focuses on how advisers and their teams can use intelligent tools, including AI, in practical, defensible ways that improve efficiency, consistency, and client experience.

Offshore investment gains momentum in SA

Blue Chip speaks to Hymne Landman, CEO at Momentum Wealth, about offshore investing for South Africans.

Causeway Securities

Founded in 2016, Causeway Securities is a global independent securities brokerage headquartered in Belfast, with offices in London and New York.

When clients ask if they have done enough

Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice.

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.

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.

2026 FPI Professional’s Convention

Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights.

Alexforbes named South African Manager of the Year at the Raging...

Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.

Is everything becoming AI – and how can you respond without...

How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?
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COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.

Catering for bespoke needs

Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.

The behavioural alpha – hedge funds offer more than an investment solution

The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.

When it comes to performance hedge funds are not all made equal

Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.

Retail Investor Hedge Funds come of age

This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
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