Thought Leaders

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.
Wallace Barnes CA(SA), Analyst ,Steyn Capital Management

Why hedge funds offer a smarter path to uncorrelated returns

According to Wallace Barnes, Steyn Capital Management, diversification of uncorrelated assets within a portfolio significantly reduces its overall volatility without compromising expected returns.
sirens of the industry

The sirens of the industry

Research has shown that this is what investors trade for the certainty and complexity of “exciting” investments, where good stories persuade us far more...
Dr Chriswell Baloyi, Founder and CEO, Matiyimela Investments

At the forefront of wealth creation

As founder and CEO of Matiyimela Investments, Dr Chriswell Baloyi has built a reputation for excellence and a track record of success. Blue Chip speaks to him about achieving financial freedom.
Victoria Reuvers, Managing Director, Morningstar Investment Management

The difference a year can make

Focus on the fundamentals, remove the emotion and trust the process, writes Victoria Reuvers, Managing Director, Morningstar Investment Management.
Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa

The status of electronic wills in South African law: still hanging

Even though there is no specific law governing electronic wills, people are still creating them, so the law should address this development seriously, writes Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa.
Kathryn van Dongen, Group COO, Carmel Wealth

Supporting the entrepreneurial spirit of IFAs in a market ripe for...

Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them..
Fundiswa Pikashe, Head of Distribution: Structured Solutions, Absa Corporate and Investment Banking

Best of both worlds

Absa’s range of structured solutions offers an attractive mix of capital protection and access to various asset class exposures. Fundiswa Pikashe of Absa Corporate and Investment Banking answers how they work, and what role they could play in your clients’ investment portfolios.
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Quality’s cul-de-sac: when great businesses move together

Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse.

Following in the footsteps of excellence

Financial Planner of the Year 2025/26, Nicola Langridge, CFP®, says that some of her most rewarding moments have come from engaging with other planners, challenging ideas, hearing different perspectives and exchanging practical experiences.

Reflections on my first year as the FPI chairperson

Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.

Do I really need a will? Some questions answered

National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.

FPi announces 2026 Corporate Partner of the Year finalists

Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and Alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.
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