Do clients want financial planners to adopt a coaching approach?
I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this...
From trainee to triumph: the journey of an advisor’s success
It is well-known that in the finance sector, previously disadvantaged people and women are underrepresented. Momentum Group's objective is to transform the distribution network and at...
Transforming the private equity landscape
Altvest Capital is a local investment platform committed to democratising access to alternative investments,
primarily in high-growth sectors. Blue Chip caught up with Founder, Warren Wheatley.
Client experience is the new marketing
This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX).
Four disconnects between advisors and their female clients
The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients.
Key value drivers in considering retail real estate investments
Laurence Rapp, CEO of Vukile Property Fund, discusses the key value drivers you should consider when investing in retail real estate.
Transforming teaching, impacting the industry
Inspired by the positive impact that high-quality education has in the life of an individual who embraces opportunity, Alicia Davids, CEO of the ASISA Academy, has made a positive impact in the lives of many. Blue Chip caught up with her.
Climb the industry ladder
Elevate your skills and career aspirations with the University of Johannesburg. Anrich van Jaarsveld, Programme Manager and Financial Planning Lecturer at the University of Johannesburg shares how
Why hedge funds offer a smarter path to uncorrelated returns
According to Wallace Barnes, Steyn Capital Management, diversification of uncorrelated assets within a portfolio significantly reduces its overall volatility without compromising expected returns.
The AI revolution in asset management: Navigate the hype and embrace the...
Mazi Asset Management is committed to continuous innovation, exploring new ways to leverage AI to improve our investment process, enhance operational efficiency and deliver exceptional client service.
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Emerging markets tech: bubble or structural growth cycle?
Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.
Personal advice needs a platform experience to match
Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.
Where value meets macro
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, discusses Macrovalue investing and a probability-based approach to markets.
Amplify Investment Partners
Amplify Investment Partners recently celebrated nine top-tier awards for industry-leading performance.
Four questions on investing in a geopolitically uncertain world
John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.
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