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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.

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.

Protea Capital Management

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

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.

Planning across generations and life stages

When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.

Built to compound, built to last

Anne Holding of Peregrine Capital discusses a disciplined, valuation-driven hedge fund approach and long-term capital growth.

Two sides of the same coin

What is the most prudent approach when you’re dealing with so much unpredictability and such extreme volatility? By Chris Paizis, Managing Director, Absa Group.

Symmetry

Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion.

Quantamental investment process

Jean Pierre Verster, CEO at Protea Capital Management, explores systematic, quantamental portfolio construction.

Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment.

Peregrine Capital

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

JD Jacobs, RFP® | Financial Planner Profile

Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.

How and why a financial planner should incorporate structured products into an investment plan

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

Palesa Dube, Centillion Wealth Advisory

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

Kevin Swartz, Absa Group

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