Cutting out the noise
The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024.
Alexforbes strengthens investment capabilities
Alexforbes announces significant enhancements to its investment team, aimed at delivering superior outcomes for clients across various regions.
Analytics
Partnering with Analytics is a strategic decision that extends far beyond simply outsourcing investment management, writes James Towell, Managing Director at Analytics.
Why should a financial planner use a DFM?
Explore the many advantages financial advisors can gain by leveraging a Discretionary Fund Manager to oversee investment portfolios.
The Altvest Orient Opportunities Fund is opening doors
By bridging South African capital with China’s booming venture-capital market, Altvest Capital's Orient Fund empowers investors to participate in transformative global innovations and diversify beyond conventional asset classes.
Why Bitcoin?: Altvest Capital’s bold entry into the world of digital...
Altvest Capital Limited (JSE: ALV) has announced its first investment in Bitcoin (BTC) as part of a strategic treasury management initiative aimed at strengthening financial resilience, preserving shareholder value, and gaining exposure to the world's most recognized decentralized digital asset.
Alternative investments: Don’t overlook the potential of up-and-coming artists
In certain quarters, art has become an increasingly attractive alternative investment as part of a diversified portfolio. One of its biggest advantages is that,...
I am because of others
Kirsty Scully, board chairperson of the FPI, has been elected to serve as chairperson of the FPSB Council. The FPSB is the standards-setting body for the global financial planning profession. Its mission is to manage worldwide professional standards in the industry represented by the CFP® mark.
Alexforbes named best investment survey provider in Africa
Alexforbes is proud to announce that its investment survey team has been named the Best Investment Survey Provider in Africa for the sixth consecutive year.
A tale of two grocers
From the perspective of shareholders, Pick n Pay has been a significant disappointment, while Shoprite has proven to be a resounding success. What factors contributed to these vastly different outcomes? Were there any early indicators? Paul Whitburn and Wilhelm Hertzog of Rozendal Partners delve into the contrasting fortunes of these two grocery chains to explore the reasons behind their respective achievements or failures.
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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
The Isle of Man is famous for many things, but nothing defines it quite like the TT: a motorbike race so fast, so technical and so unforgiving that even veteran riders describe it as a test of absolute precision.
Blue Quadrant Capital Management
Blue Quadrant Capital Management is a Cape Town-based, owner-managed asset manager that currently has around R900-million assets under management.
A winning formula
When it makes sense to combine a living annuity and life annuity, by Rocco Carr, Business Development Manager, Glacier by Sanlam.
Building personal relationships
Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry.




















