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The evolution of savings

Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
growth

Seeking opportunity through an ESG lens

The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems
the crawford measure

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

How we’re managing money in the eye of the storm

As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.
Blue Chip Journal Issue 75 cover

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.

The Chinese experience of Covid-19

Does China’s experience of Covid-19 provide a gauge of what to expect elsewhere?

The personal side of financial planning

A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.

The future of wealth in South Africa

The ideal future client is a black millennial woman.

Client before compliance

How to future-proof in the new regulatory environment.

Leading clients to better decisions

How to future-proof your business by integrating tech into the advice process.
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Quantamental investment process

Jean Pierre Verster, CEO at Protea Capital Management, explores systematic, quantamental portfolio construction.

Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry.

The PROpulsion LIVE show is coming off the screen and into the room

PROpulsion Connect will bring financial planning professionals together in Cape Town on 19 August 2026 for an in-person experience built around practical conversations, sharper ideas, and meaningful connection.

Peregrine Capital

Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice

At the heart of Momentum Financial Planning’s philosophy lies a simple belief: when financial advisers feel they belong, they perform at their best. Belonging, in this context, is about professional identity, shared standards and a community that elevates the work of advice. Blue Chip speaks to CEO, Aldert Brink, and Head of Enablement, Hennie Bouwer.
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