The digital gateway to visibility and trust for financial planners
Rizanne Oosthuisen-Botha, founder and CEO of ProfileMe, believes that the less effort it takes to do business, the easier it is for clients to say yes.
What makes a succession plan practically executable?
Kevin Feather of Galileo Financial Planning explores the practical question of what makes a succession plan executable
The quiet power of planting trees for tomorrow
Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.
Using multiple financial advisors may hurt your wealth
Mark MacSymon (Wealth Manager, Private Client Holdings) writes that diversifying financial advice is not the same as diversifying your investment portfolio.
Laurium Capital
Laurium Capital manages over R80-billion in assets across a diverse range of strategies.
INN8 Invest
INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips.
The TT and trusts: legacies in the Isle of Man
Coreen van der Merwe, director at Sovereign Trust (SA), writes about The Isle of Man TT, arguably the most dangerous motorbike race in the world.
Blue Quadrant Capital Management
Blue Quadrant Capital Management has around R900-million assets under management.
A winning formula
Rocco Carr (Business Development Manager, Glacier by Sanlam) writes about the importance of combining a living annuity with a life annuity.
Building personal relationships
Edify’s Adam Bulkin believes that building strong personal relationships with clients is the way to attain DFM success.
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Active ETFs in SA: “new wine” or “new bottles”?
The AM-ETF represents a shift in the South African investment industry.
The PROpulsion LIVE show is coming off the screen and into the room
PROpulsion Connect will bring financial planning professionals together in Cape Town on 19 August 2026 for an in-person experience built around practical conversations, sharper ideas, and meaningful connection.
Peregrine Capital
Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.
Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice
At the heart of Momentum Financial Planning’s philosophy lies a simple belief: when financial advisers feel they belong, they perform at their best. Belonging, in this context, is about professional identity, shared standards and a community that elevates the work of advice. Blue Chip speaks to CEO, Aldert Brink, and Head of Enablement, Hennie Bouwer.
Disciplined hedging practices
Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.
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