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Thought Leaders

Murray Anderson, Head of Retail at Prescient Investment Management 

Risk Aversion vs Returns: South African investment lessons from 2024 

Several crucial investment lessons emerged from 2024 – a year in which investor expectations were thwarted time and again writes Murray Anderson, Head of Retail at Prescient Investment Management.
Lerato Lebitsa, Business Development Manager, Capital International Group

Making offshore investing easy

Lerato Lebitsa, Business Development Manager, Investment Management at Capital International Group, explains how one can avoid complexity in offshore investments.
Andrew Russell, Author

Lessons for financial planners from Nelson Mandela

Andrew Russell, author of 'The Leadership We Need: Lessons for Today from Nelson Mandela', discusses themes in Nelson Mandela's life and how they can assist financial planners in their business
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

How do you charge for investment advice?

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, questions the standard industry practice of asset-based fees on the behalf of clients.
Ray Mhere, CEO, Curate Investments

Curate Investments: The art of investing

Curate Investments is a new asset manager that opened in 2024 with a clear mission: to find the best people to look after its clients’ money and provide clients with access to top-tier global expertise, whatever their investment goals. Blue Chip speaks to CEO, Ray Mhere.
Kirsty Scully, Board Chairperson of the FPI

I am because of others

Kirsty Scully, board chairperson of the FPI, has been elected to serve as chairperson of the FPSB Council. The FPSB is the standards-setting body for the global financial planning profession. Its mission is to manage worldwide professional standards in the industry represented by the CFP® mark.
Anton Swanapoel_Thought Leader Portrait

Solving the practice management puzzle in 2025

Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today.
Warren Wheatley CA (SA), CFP®, Founder, Altvest

Transforming the private equity landscape

Altvest Capital is a local investment platform committed to democratising access to alternative investments, primarily in high-growth sectors. Blue Chip caught up with Founder, Warren Wheatley.
Guy Holwill, Chief Executive of Fairbairn Consult.

Client experience is the new marketing

This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX).
Gillian Hepburn, Commercial Director, Schroders

Four disconnects between advisors and their female clients

The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients.
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securing a legacy with Private Client Holdings

Securing a legacy

According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated. The true architect of enduring wealth is investing in high-quality companies whose value grows and compounds over time.
family business succession planning

What is keeping the next generation of wealthy families awake at night

A panel discussion with next-gen family members at Stonehage Fleming’s annual Family Conference highlighted the pressures, opportunities and critical factors that could determine whether families and family businesses thrive or falter across generations.
Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes

Well positioned to thrive

Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, offers her thoughts on the current DFM landscape.
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