DFM Guide 2026

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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Corporate activism: Unlocking value beyond traditional investing

Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.

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.  
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