How does the DFM business model support the sustainability of independent...
The rise of DFM-led communities presents both opportunities and challenges.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
How important is investment performance when assessing a DFM?
A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?
What are all the costs that go into using a DFM?
As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important.
How flexible and customisable should a DFM offering be?
As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies.
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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MitonOptimal
MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.
Advising vulnerable clients: minors and young beneficiaries
This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.
JD Jacobs, RFP® | Financial Planner Profile
Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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