Home ebook editions Jan/Feb/March 2022

Jan/Feb/March 2022

No posts to display

- Advertisement -

Most Popular

Anatomy of an ‘almost’ bubble

Jo Marshall, Head of Marketing at Schroders, examines the impact of big tech and AI on the investment landscape and considers how a market bubble could affect investment portfolios.

Investment platforms: powering advice, enabling better client outcomes

Hymne Landman, CEO at Momentum Wealth, discusses the importance of the human element in providing clients with the best financial advice and planning.

Meet the FPI Financial Planner of the Year

Established in 2000, the FPI Financial Planner of the Year Award is highly coveted and recognises outstanding achievement in the field and practice of financial planning. In 2025, the award went to Nicola Langridge, CFP®, wealth manager at Private Client Holdings. Blue Chip caught up with her.

Causeway Securities

Founded in 2016, Causeway Securities is a global independent securities brokerage headquartered in Belfast, with offices in London and New York.

IRFA 2026 Conference

The IRFA 2026 Conference will address the dual transformation facing African retirement funds: navigating a fundamentally changed global order while meeting dramatically evolved member expectations.
- Advertisement -