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Blue Chip is an FPI-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth

Financial planning for clients who are emigrating

Since formal emigration through the Reserve Bank was phased out in 2021, global mobility has become more accessible for South Africans, yet advice around the new regulations and South African tax non-residency has become more relevant than ever says Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth.
the two key risks facing investors

The two key risks facing investors 

According to Johanna Kyrklund, Group Chief Investment Officer at Schroders, more resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration.

Outlook 2025: Income, returns and resilience – opportunities in public and...

Johanna Kyrkland, Group Investment Officer at Schroders, suggests that the current economic environment remains favourable for returns. However, she emphasises that diversification is crucial for creating robust portfolios.

2024 US election outcome: Implications for investors 

Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
chines housing market bust

How much longer will the bust in Chinese housing last?

According to David Rees and Oliver Willoughby, Schroders, more decisive policy action is required if China is to start beating growth expectations again.
Offshore investing

Offshore investing: tax issues and jurisdictions

Three of South Africa’s top investment professionals discuss offshore investing and structuring financial plans to suit each client’s needs and objectives.
Capital International Group

Do You Have a Type?

Capital International Group offers the ultimate suite of investment options with solutions to suit a wide range of client types and investment needs.
Hymne Landman, CEO: Momentum Wealth

Clients can invest up to 100% of their investment assets offshore,...

While the allure of offshore investments is undeniable, careful deliberation is essential, writes Hymne Landman, CEO of Momentum Wealth.
Regulation 28 and the paradox of choice

Regulation 28 and the paradox of choice

Conlias Mancuveni, Hollard Investment Managers, asks: "How do financial advisors prudently assist their clients to navigate the new Regulation 28 changes?"
Momentum Investments and Robeco Launch partnership in Southern Africa

Momentum Investments and Robeco launch partnership in Southern Africa

Momentum and Robeco's strategic partnership deepens portfolio integration in quantitative equity products and research.
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Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.

The pros and cons of using a hedge fund

Hedge fund strategies are not guaranteed to outperform more traditional investments, but they can turn market downturns into value-generating opportunities.

Amplify Investment Partners

Based in Tygervalley, Cape Town, Amplify Investment Partners is a registered discretionary Financial Services Provider, which holds a FAIS Category I, II and IIA licence (FSP No. 712).
Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Philanthropy is undergoing a significant transformation in South Africa.
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