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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®.
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.
Luis Levy, CFA®, Chief Executive Officer, STRATEGIQ Capital

STRATEGIQ Capital

By prioritising independence, expertise, transparency and partnership, STRATEGIQ empowers financial advisors with cutting-edge tools and strategic insights, writes Luis Levy, CFA®, Chief Executive Officer, STRATEGIQ Capital.
Anton Swanapoel_Thought Leader Portrait

Record of advice: various definitions often lead to misinterpretation

Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct.
Altvest Capital's banners on road

Altvest credit opportunities fund reports transformational year of growth and impact...

The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
Warren Ingram, CFP Co-Founder, Galileo Capital

A home for independent financial planners

According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying.
Brandon Zietsman, CEO and Founder, PortfolioMetrix

Pioneer in the DFM space

PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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Coreen van der Merwe, director at Sovereign Trust (SA) Limited

When is the right time to take your wealth offshore?

Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust.
Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald
Preparing Next Gen heirs for the complexities of managing the family fortune

Preparing the Next Gen heirs for the complexities of managing the family fortune 

Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
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