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George Dell, Executive Director, Discretionary Fund Management

MitonOptimal South Africa

For over 25 years, Cape Town-based MitonOptimal has established enduring partnerships with advisors by emphasising innovation, adaptability and a steadfast client-centric approach.
The power of play in the workplace

The power of play in the workplace: how fun fuels success

According to Kruger, employees engaging in playful activities “experience a sense of freedom that allows fresh thinking, stronger connections with colleagues and increased motivation”.
Retirement planning workhops by Money Maestros in Middelburg 28 July 2025

Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025,...

Attend the Money Maestros 'Retirement Income Workshops' on the 28th of July 2025 in Middelburg- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
Francois Olivier CA(SA), CFA, Portfolio Manager, Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager, Mazi Asset Management

A shift up and to the left

By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk. 

South Africa’s Q1 GDP: A marginal win, but still a long...

South Africa's first-quarter GDP growth remained sluggish at 0.1%, narrowly exceeding market forecasts of a 0.1% contraction. Despite this slight improvement, Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, cautioned that the uptick is "not something to celebrate," emphasising that the economy continues to struggle with an extended period of low growth.
John Robinson, DFM specialist, The Robert Group.

The Robert Group

According to John Robinson, DFM Specialist at The Robert Group, TRG Private Wealth is dedicated to the empowerment of financial advisors through innovative solutions that drive success.
Warren Wheatley CA (SA), CFP®, Founder, Altvest

Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and...

Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
Shaun Thompson, Financial Planner

Shaun Thompson| Financial Planner Profile

Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®.
Money Maestros retirement workshop 2025 bloemfontein

Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June...

Attend the Money Maestros 'Retirement Income Workshops' on the 24th of June 2025 in Bloemfontein- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse.
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succession planning

Succession Planning for Independent Financial Advisors in South Africa 

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
vecteezy_discussion-with-a-real-estate-agent-house-model-with-agent_16340937

The hidden complexities of trust beneficial ownership compliance

According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts.
Olwethu Masanabo, CFP®

Financial Planning Institute of Southern Africa announces new board chair

At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board—signifying a seamless and strategic shift in leadership within the organisation.
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