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Top Wealth Manager in SA 2021

Private Client Holdings has been awarded Top Wealth Manager of the Year for the boutique firm category by Intellidex Top Private Banks & Wealth Managers 2021, published by Financial Mail Investors Monthly. Blue Chip spoke to Grant Alexander, founder of Private Client Holdings.

Transformation challenges in the financial services sector

Black-owned financial service providers face many hurdles to show credibility and gain trust within the market. Although transformation of the sector is happening, it is slow. Blue Chip speaks to Nyiko Nghatsane CFP®, Founder of Kunguhato Financial Planners, about the challenges he faced in his journey.

A journey with lifestyle financial planning

Blue Chip speaks to Irish-born Barry O’Mahony CFP®, founder of Veritas Wealth Management – and winner of the Financial Planner of the Year Award in 2013.

Read the latest issue of Blue Chip, the quarterly journal for...

Issue 80 of Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), is hot off the press! Read the eBook here for insight from the FPI and leading industry figures, covering all aspects of the financial planning industry.

Leaders in multi-family office solutions

Blue Chip speaks to Allan Bothma, Global Portfolio Manager at Private Client Portfolios.

Shared value – another trend, or the key to transforming retirement?

It has been said that shared value has the potential to redefine businesses across the globe, but it’s not always clear how the theory plays out, and what its full potential is. To help us understand its potential impact in the retirement space, Blue Chip spoke to Head of Research and Development at Discovery Invest, Craig Sher.

The value of consistency and predictability

David Fraser co-founded Peregrine Capital in 1998 and is a Portfolio Manager and the Executive Chairman of Peregrine Capital. Blue Chip spoke to him about hedge funds.

Picking investments for a bond fund

Blue Chip in conversation with Londa Nxumalo, who joined Allan Gray as a credit analyst in 2017 and was appointed as a portfolio manager in 2019. She manages the bond portfolio, as well as a portion of the Africa ex-SA and balanced fixed interest portfolios. 

Hedging the bad times, funding the good

Blue Chip spoke to Jean Pierre Verster, CEO and portfolio manager at Protea Capital Management, about the increasing interest and accessibility of hedge funds in South Africa, as well as their regulatory environment.

The wisdom of wealth – an interview with Martin Riekert

Blue Chip speaks to Martin Riekert, Executive Head of Retail Investments at Momentum Investments, about his success and the success that follows him.