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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.

A trusted partner

Conlias Mancuveni says Hollard Implemented Portfolio Solutions (IPS) has positioned itself to be a reliable partner that empowers advisors.

The quiet power of planting trees for tomorrow

Personal Trust was founded on a very simple but powerful idea: a return to personal and professional service. Although it may appear straightforward, Thando Gobe, CEO of Personal Trust, asserts that the idea was noteworthy at the time and continues to distinguish itself in many ways today. Blue Chip speaks to Gobe.

Using multiple financial advisors may hurt your wealth

Diversifying financial advice is not the same as diversifying your investment portfolio, writes Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings.
INN8 Invest

INN8 Invest

INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips.
Coreen van der Merwe, director at Sovereign Trust (SA) Limited

The TT and trusts: legacies in the Isle of Man

The Isle of Man is famous for many things, but nothing defines it quite like the TT: a motorbike race so fast, so technical and so unforgiving that even veteran riders describe it as a test of absolute precision.

Blue Quadrant Capital Management

Blue Quadrant Capital Management is a Cape Town-based, owner-managed asset manager that currently has around R900-million assets under management.

A winning formula

When it makes sense to combine a living annuity and life annuity, by Rocco Carr, Business Development Manager, Glacier by Sanlam.

Building personal relationships

Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry.
Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it.

A “super El Niño” threatens waves of commodity-driven inflation into 2027

A potentially strong El Niño in 2026, shifting global rainfall and coming on top of fertiliser supply disruption, could push next year’s food inflation into double-digits, writes David Rees (Head of Global Economics, Schroders) and Sandeep Jaggi (Analyst Emerging Markets Debt & Commodities, Schroders).
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Personal advice needs a platform experience to match

Financial advisers have always understood a simple truth: no two clients are the same. By Kapil Joshi, MD of strategy and proposition at Momentum Wealth. 

Where value meets macro

Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, discusses Macrovalue investing and a probability-based approach to markets.

Amplify Investment Partners

Amplify Investment Partners is a registered discretionary Financial Services Provider, holding a FAIS Category I, II and IIA licence (FSP No. 712). Renamed in 2019 from Blue Ink Investments (Pty) Ltd, Amplify has evolved from a fund-of-hedge-funds business.

Four questions on investing in a geopolitically uncertain world

The ongoing conflict in the Middle East has raised multiple concerns for South African investors. This article addresses some of their most pressing questions. By John Gilchrist, Chief Investment Officer at PSG Asset Management.

COFI readiness

What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights.
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