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What is a hedge fund?

Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.

Offshore isn’t always greener: who would have thought it?

When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns: Multi-Asset Co-Portfolio Managers at Mazi Asset Management

Quantum leap: how quantum computers are rewriting the rules of tech

The growing demands of AI, data science and global complexity are pushing classical computing to its limits. In this article, Peter Foster, Chief Investment Officer, Fundhouse, focusus on the development of quantum computing and explore the impact it can have across industries.

Advisor Intelligence enhanced by Artificial Intelligence

AI is not a fleeting trend. It is a practical reality shaping our profession now and will continue doing so for decades to come. By Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth.
succession planning guide for financial advisers

Making succession planning a success

Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.

It’s time for COFI

The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.

Africa’s mineral wealth could drive economic transformation

The continent boasts roughly 30% of the world’s mineral reserves, including immense deposits of cobalt, manganese, natural graphite, copper, nickel, lithium and iron ore.

Profiling the financial planner

Blue Chip speaks to Katlego Mei, financial planner at Galileo Capital, about the profession of financial planning.

Why medical aid alone is not enough

Understanding limitations related to a client’s existing cover allows brokers to recommend suitable gap cover products that address specific shortfalls.
Turning AML Compliance into a Value-Added Service

From regulation to opportunity: Turning AML compliance into a value-added service 

GloRep shares a new perspective on compliance by discussing how they are turning AML compliance into a value-added service.
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What key factors should institutional investors consider?

The role of structured products in institutional investments is growing, but these investors need to consider all the usual risks and benefits including liquidity and compliance with regulations such as Regulation 28 of the Pension Funds Act.

What risks and potential rewards need to be evaluated in structured products?

In evaluating structured products, all the risk factors need to be balanced against the benefits to ensure that the risks don’t undermine the benefits.

The transparency of structured products’ risk-return profiles and fees

When recommending structured products, advisors need to ensure risk and return profiles are suitable for investors. Full disclosure also requires transparency about the costs of investing. But risk-return profiles in structured products sometimes depend on the interplay of guarantees, conditions and pay-offs. Embedded costs are difficult to evaluate but listed products should be disclosing these.

Alexforbes named South African Manager of the Year at the Raging Bull Awards

Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.

What are the different types of structured products available to retail and institutional investors...

There is a limited range of structured products offered in South Africa compared to the rest of the world.
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