DFM

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Should a financial planner use more than one DFM?

Most financial advisors in South Africa currently only use one discretionary fund manager (DFM), but some bigger practices have diversified their clients’ investments to...
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Choosing the right DFM

There is a long list of factors to consider when choosing a Discretionary Fund Manager (DFM), but the most important factors are the experience...
Analytics

Analytics

Partnering with Analytics is a strategic decision that extends far beyond simply outsourcing investment management, writes James Towell, Managing Director at Analytics.
What are the alternatives to using a DFM

What are the alternatives to using a DFM?

There are alternatives for advisors who don’t want to partner with a DFM, but each has its drawbacks. Find out more in the 2025 DFM Guide...
Why should a financial planner use a dfm

Why should a financial planner use a DFM?

Explore the many advantages financial advisors can gain by leveraging a Discretionary Fund Manager to oversee investment portfolios.
Marius van der Merwe, founding member and CEO, Amity Investment Solutions

Research and transparency reigns supreme

Marius van der Merwe, a founding member and CEO of Amity Investment Solutions, explains the company's unique approach as a DFM.
What is a dfm actually

What is a DFM actually?

The introductory article 'What is a DFM Actually' in Blue Chip's 2025 DFM Guide provides a comprehensive overview of how DFMs navigate complex investment strategies to deliver optimal portfolio solutions for financial advisors and their clients.
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How and why a financial planner should use a DFM

An exclusive Blue Chip discussion with three of the country’s top investment and financial planning professionals focusing on Discretionary Fund Managers and how financial planners can best utilise their services.
Riaan Bosch, Portfolio Manager at Equilibrium

The power of balance in your advice practice 

Equilibrium has successfully grown its market share over recent years, built on good investment outcomes and by adding value to advice practices, writes Riaan Bosch, portfolio manager at Equilibrium.
A financial planner meeting with clients

Will financial planners ever be professionals?

The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
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Hildegard Wilson, Managing Director, Glacier International

Don’t keep all your rands in one basket

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The clock is ticking on Trump’s red sweep

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