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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Celebrating Blue Chip’s 100th edition

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.

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.
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