The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
The evolution of savings
Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
Controlling the ‘controllables’ in uncertain times
Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
Flexible lifestyle choices for the modern retiree
While all our lives have been put on hold for at least a few months, decisions about our futures still have to be made, and this includes older people making choices about the way they will live in their retirement.
The July 2020 edition of Blue Chip journal now available
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.
Introducing the Crawford Measure
Have you ever had a client ask you if they are saving enough for retirement? We have built an application to make this question easier to answer
Blue Chip – the quarterly journal for the financial planning industry
Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), carries contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
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Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.
Personal advice needs a platform experience to match
Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.
Where value meets macro
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, discusses Macrovalue investing and a probability-based approach to markets.
Amplify Investment Partners
Amplify Investment Partners recently celebrated nine top-tier awards for industry-leading performance.
Four questions on investing in a geopolitically uncertain world
John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.
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