The Investment Think Tank
The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections.
IRFA 2026 Conference
The IRFA 2026 Conference will address the dual transformation facing African retirement funds.
HUM South Africa 2026 – SHOW 18
Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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.
The International Investing Symposium
Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.
SouthernCross Capital
SouthernCross Capital is 100% owner-managed and has an AUM of R500-million, broken down into R400-million hedge fund and long-only R100-million.
Is there evidence of AI ROI?
Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.
The role of data, CRM systems and risk intelligence in practice...
Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail.
MitonOptimal
MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.
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.
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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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