Advising vulnerable clients: minors and young beneficiaries
This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.
JD Jacobs, RFP® | Financial Planner Profile
Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
How and why a financial planner should incorporate structured products into...
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Building better futures
Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.
2026 Fintech year ahead
Fintech is reshaping financial services, with advances in machine learning, payments, crypto and investment platforms redefining how businesses and consumers interact. Across Africa, these shifts are opening new avenues for growth and collaboration, writes Lerato Lamola, Partner, Webber Wentzel.
Concentration, credibility and the importance of understanding risk
Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders, delves into the credibility of the Federal Reserve and debt sustainability, as well as artificial intelligence (AI).
The value of advice in the investment journey
Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, writes about how trusted financial advice helps South Africans turn long-term goals into achievable plans.
FPI and Financial Advice New Zealand form international partnership to strengthen...
The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions.
Planning across generations and life stages
When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
Built to compound, built to last
Anne Holding of Peregrine Capital discusses a disciplined, valuation-driven
hedge fund approach and long-term capital growth.
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Is there evidence of AI ROI?
Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.
Building better investment outcomes
Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients.
Hedge fund manager and fund listing
This list of hedge fund managers and hedge funds has been supplied by the companies featured. It does not claim to be an exhaustive list, but rather gives an indication of the range of businesses offering hedge funds.
Protea Capital Management
Protea Capital Management is an investment management firm domiciled in South Africa, investing globally.
Peregrine Capital
Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.
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