Advisor Inspired
Blue Chip caught up with Leigh Kohler, Head: DFM at INN8 Invest to find out more about a new addition to their brand.
The evolution of Momentum
Blue Chip speaks to Hymne Landman, head of Momentum Wealth and Momentum Wealth International at Momentum Investments about how they continuously fulfil their aim of meeting clients’ expectations in a prompt, service-led and value-added manner.
Change is good, provided you don’t change what you stand for
Since disrupting South Africa’s insurance industry just over 24 years ago, OUTsurance’s growth has been nothing short of remarkable. Blue Chip spent some time with Danie Matthee, OUTsurance Chief Executive Officer.
The Women in SA Financial Services Network
An interview with Carolyn Erasmus, Nqobile Kubeka and Georgina Smith about the recently launched Women in SA Financial Services Network, aimed to give SA women, who work in the financial services industry, a forum to meet, share experiences and mentor each other.
Crown your wealth
Based in Guernsey, Momentum Wealth International operates a truly offshore platform, offering investment and insurance products to clients in South Africa and the Middle and Far East. Blue Chip speaks to managing director Robert Rhodes about investing in Guernsey.
Exceptional outcomes: FPI Financial Planner of the Year Award
The FPI Financial Planner of the Year award is the highest accolade bestowed on financial planners in South Africa, and it represents the very pinnacle of the profession. Blue Chip caught up with the winner of the 2021 award, Ryan McCaughey CFP®, executive head of financial advisory firm Hewett Wealth, Western Cape branch.
Merging with Momentum
During the past 11 years, as CEO of Momentum Global Investment Management in the UK, Ferdi van Heerden has been involved in many mergers and acquisitions. Blue Chip speaks to him about the company’s latest acquisition of Seneca Investment Managers Ltd.
An opportunity wrapped in gold
Glacier International offers access to international investment opportunities. Traditionally, this was via unit trusts and share portfolios, but investors can now access global market indices via low-cost exchange traded funds directly through the Glacier International platform. Blue Chip speaks to Andrew Brotchie, MD, Glacier International.
A safe place to succeed
Blue Chip chats to Rory Brachner from DoshGuide, a site to connect people that need personal finance advice with a passionate community of flat-fee financial advisors, who operate in a fundamentally different way to traditional financial advisors.
Making a difference in the lives of others
After a journey of over 20 years, Lelané Bezuidenhout is now the CEO of the FPI where she makes a difference in people’s lives by serving the FPI’s vision of professional financial planning and advice for all. Blue Chip was honoured to interview this esteemed leader.
