Why a Family Office approach is a groundbreaking solution to managing...
When it comes to investing, understanding what women want is simple - sound financial advice that secures their financial wellbeing today and into the future, writes Nicola Langridge, CFP®,
Private Client Holdings.
Who do you trust with your digital information?
Who do you trust to access your digital information, if something happens to you? A question posed by Sarah Love, CFP®, FPSA®, TEP, Fiduciary Practitioner at Private Client Trust.
Closing the circle: the importance of closing the wealth management loop
Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
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.
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Your AI note-taker is a POPIA problem
Zeldeen Müller, CEO, inSite Connect, explains why boards need to know exactly where meeting recordings, transcripts and sensitive information are being stored – and who ultimately controls that data.
Real assets: the strategic case for inflation defence
Cohen & Steers is a leading global investment manager specialising in real assets and alternative income, focused on delivering attractive returns, income and diversification. Blue Chip finds out more in this interview with Sean Cooney, Head of UK Wealth, Global Wealth Management at Cohen & Steers.
A legend in the financial world retires
"Thank you, Momentum, for 34 unforgettable years," said Danie van den Bergh, one of the great characters of the financial planning industry, when he retired at the end of August.
Building a financial planning practice that outlasts its founders
Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group.
The client is the person, not their money
Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.
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