Aug/Sept/Oct 2024

Financial planner with client consolidating investments

The greatest gift of consolidated investments is peace of mind

Elmien Pols and Mark MacSymon from Private Client Holdings explore the benefits of integrated wealth management through a Family Office framework, highlighting how it enables a clearer focus, deeper understanding, and optimised risk-return tradeoffs.
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Most Popular

It’s time for COFI

The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.
Analytics

Your goals matter – find out how they help shape your investments

What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
Investment Think Tank 2025

Investment Think Tank 2025

Join the event designed to challenge convention, spark fresh thinking and equip financial advisors with the insights needed to navigate the rapidly evolving investment landscape. Join the Investment Think Tank 2025.
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