Home ebook editions 2026 Mar/Apr/May

2026 Mar/Apr/May

The rand’s remarkable recovery

Rashaad Tayob (Portfolio manager, Foord Asset Management) shares insight about the state of the rand.

Are private capital markets “risky” investments?

Despite the private capital industry’s proven track record, many investors still view private equity (PE) and venture capital (VC) as risky investments.

Rethinking retirement

South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services

The future of healthcare financing

South Africa’s healthcare financing landscape is shifting rapidly under the pressure of rising costs and economic uncertainty, writes James White, Director, Sales and Marketing, Turnberry Management Risk Solutions.

The UFS School of Financial Planning Law celebrates 25 years of...

The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.

Shopping for a DFM

What advisers should look for and how Equilibrium delivers.

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?

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.
Zeldeen Müller, CEO, AgendaWorx

I asked three AIs the same retirement questions

Zeldeen Müller, CFP®, CEO, inSite Connect and Creator of AgendaWorx.com, put AI to the test with some key retirement investment questions. Here’s what happened…

Rethinking retirement

South Africa’s Two-Pot withdrawals expose a stark tension between short-term relief and long-term retirement security, writes Niki Giles, head of strategy at Prescient Fund Services.
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The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.

Is there evidence of AI ROI?

Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.

Building better investment outcomes

Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. 

Hedge fund manager and fund listing

This list of hedge fund managers and hedge funds has been supplied by the companies featured. It does not claim to be an exhaustive list, but rather gives an indication of the range of businesses offering hedge funds.

Protea Capital Management

Protea Capital Management is an investment management firm domiciled in South Africa, investing globally.
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