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Estate Planning

Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Tapping into family office investors

What private equity fund managers need to know.
Global Trends _Private wealth

Preserving wealth while keeping up with global trends

Andrew Ratcliffe is a director at Private Client Holdings (PCH), a multi-family office based in Cape Town that has been managing high-net-worth individuals’ (HNWI)...
Capital Leagacy Wills & Estate Specialist

Strategic transaction between Capital Legacy and Sanlam Limited announced 

On the 3rd of February South Africa’s fast-growing wills and estates administrator Capital Legacy and the diversified financial services group Sanlam Limited (Sanlam) announced that they are joining forces by creating an even more compelling wills, estates and trusts business together.

Do you have the Will to secure your client’s financial future? 

We are seeing growth in products that offer a “bit of both” ie life and funeral insurance together in one product (Pure Life Plus), with this combination in the more affluent market witnessing a higher sum assured says, Kobus Wentzel, Head of Distribution, 1Life Insurance

Navigate your client’s complex wealth solutions with a trusted partner

Complex wealth management often results in complex fiduciary requirements despite executorship and deceased estate administration being highly regulated in South Africa says, Andrew Ratcliffe CFP®, Director, Private Client Holdings

Planning for the future and preserving wealth in volatile times

Financial journalist Amanda Visser says investing in the right assets and understanding the tax consequences is part of the overall consideration when planning to preserve wealth.