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How collaboration shapes smarter global investments

Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.

Differential Capital

Headquartered in Bryanston, Johannesburg, and Newlands, Cape Town, Differential Capital was established in 2018 as an owner-managed boutique AI-led asset manager.

Multi-Asset Outlook 2026: Bright beams through stormy seas

Investors keep asking us, is the wild ride over? Unfortunately, we think not.

Enhancing your advice proposition

Methula Sikakana, Business Development Manager, Equilibrium Investment Management, shares his insights into how to build a successful advisory practice by aligning your products with the needs of your clients.

Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions

Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions.

Practice durability pressures: succession, consolidation and margins

Independent financial advice has never been more needed, and it’s never been under so much pressure, writes Martha Koekemoer, Managing Director, Commspace.

Guarding against the impact of the 3Ps in the current global...

Both business and industry have a role to ensure guardrails are in place to protect investors from the psychological phenomenon of “groupthink”.

Rozendal Partners

Rozendal Partners is a South African hedge fund and a global equity fund with R2.5-billion in assets under management.

Focus and intentional action are key to building generational wealth

As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning. By Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning.
Zeldeen Müller, CEO, AgendaWorx

It’s always been good practice, but now it’s a legal requirement…

On 26 March 2025, the FSCA published a conduct standard on financial education initiatives. The conduct standard sets out various requirements with which financial institutions must comply from 25 March 2026. Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI provides a summary of what will need to happen. 
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Same Trusted Engine; A Sharper Partner

Because Otto1890’s solutions are modular, a practice can start small and layer on capability as it grows without re-papering clients or rebuilding processes each time. Blue Chip speaks to Claudius Rostoll, head of private client enablement at Otto1890.

The right expertise makes all the difference

How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890.

Regulators in action: Strengthening consumer protection together

With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem.

Pension Fund Adjudicator signals tougher approach on unpaid contributions

The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees.

Sasfin Wealth is now Otto1890

IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890.
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