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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.

Reaching all Certified Financial Planners (CFPs) as well as other selected members of the Financial Planning Institute (FPI), Blue Chip provides high-quality editorial coverage from industry thought leaders on key topics of interest to financial planners.

Rozendal Partners

Rozendal Partners is an independent investment management firm based in Cape Town that manages a South African hedge fund, a global equity fund and a limited number of segregated mandates, with assets under management amounting to R3.5-billion.

SouthernCross Capital

SouthernCross Capital is 100% owner-managed and has an AUM of R500-million, broken down into R400-million hedge fund and long-only R100-million.

The role of data, CRM systems and risk intelligence in practice...

Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail.

MitonOptimal

MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.

Advising vulnerable clients: minors and young beneficiaries

This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.

How and why a financial planner should incorporate structured products into...

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.

2026 Fintech year ahead

Fintech is reshaping financial services, with advances in machine learning, payments, crypto and investment platforms redefining how businesses and consumers interact. Across Africa, these shifts are opening new avenues for growth and collaboration, writes Lerato Lamola, Partner, Webber Wentzel.

Concentration, credibility and the importance of understanding risk

Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders, delves into the credibility of the Federal Reserve and debt sustainability, as well as artificial intelligence (AI).

The value of advice in the investment journey

Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, writes about how trusted financial advice helps South Africans turn long-term goals into achievable plans.
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Is there evidence of AI ROI?

Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.

Building better investment outcomes

Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. 

Hedge fund manager and fund listing

This list of hedge fund managers and hedge funds has been supplied by the companies featured. It does not claim to be an exhaustive list, but rather gives an indication of the range of businesses offering hedge funds.

Protea Capital Management

Protea Capital Management is an investment management firm domiciled in South Africa, investing globally.

Peregrine Capital

Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.
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