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Feb/Mar/Apr 2025

how people become wealthy

How people become wealthy

The Mazi Global Equity team embraces a quality investment philosophy designed to tackle these challenges. Their approach ensures that only genuinely high-quality companies make the cut—those with low debt, sustainable cash flows, and high returns on invested capital.
How a Secure AI Assistant transforms your client relationships and frees up your time

How a Secure AI Assistant transforms your client relationships and frees...

Zeldeen Müller, Founder and CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind
Bruce Whitfield, Winner of the FPI Harry Brews’ Award, 2024.

Cutting out the noise

The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024.
thinking out the box

Thinking out of the box

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
Andrew Russell, Author

Lessons for financial planners from Nelson Mandela

Andrew Russell, author of 'The Leadership We Need: Lessons for Today from Nelson Mandela', discusses themes in Nelson Mandela's life and how they can assist financial planners in their business
ai-nuclear-energy-future-innovation-disruptive-technology

The anatomy of a bubble: Are we in an AI bubble?

Stuart Copley, Head of Investment Process at Fundhouse, asks the question: are we in an AI bubble?
Warren Ingram, CFP Co-Founder, Galileo Capital

Change is inevitable. Growth is optional

Technological advancements will play a role in the employment markets, but perhaps not in the way predicted, writes Warren Ingram of Galileo Capital
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

How do you charge for investment advice?

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, questions the standard industry practice of asset-based fees on the behalf of clients.
Ray Mhere, CEO, Curate Investments

Curate Investments: The art of investing

Curate Investments is a new asset manager that opened in 2024 with a clear mission: to find the best people to look after its clients’ money and provide clients with access to top-tier global expertise, whatever their investment goals. Blue Chip speaks to CEO, Ray Mhere.
AI and automation

AI and automation: two sides of the same coin?

Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion.
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Leigh Kohler, head of DFM, INN8 Invest.

Award-winning pedigree

Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record.
INN8 Invest

INN8 Invest

INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions.
Blue Chip Equilibrium Insert

Equilibrium Investment Management

Equilibrium empowers financial advisors with expert investment management solutions by streamlining your workflow, fostering collaboration, and delivering exceptional service.
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