Top five investment migration programmes
You’ve likely heard of “golden visas” – government programmes that enable individuals to acquire residency and/or citizenship of a country by making a significant financial investment in that country.
Offshore Investment: Where, how and how much
Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on
offshore investment.
Offshore investments vs offshore endowments
When investing directly offshore in foreign currency instead of rands, there are generally two options to consider on an offshore investment platform, says Martiens Barnard, Marketing Actuary at Momentum Investments.
Global model portfolios for your advice practice
The new Equilibrium global model portfolios, sub-managed by our London based investment business, Momentum Global Investment Management (MGIM), gives South African investors access to a diversified range of global opportunities across a broad range of asset classes, countries, companies, currencies, and market sectors.
Offshore Investing – Round Table Discussion
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.
Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
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Shaping spaces that help great financial planners do their best work
Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning.
Advancing professionalism in the industry
Consolidated Wealth Group provides exceptional financial planning advice, a standard that has been built through years of dedicated excellence. The group was the first wealth management firm to earn FPI Approved Professional Practice status. Blue Chip speaks to CEO, Craig Kiggen.
What are all the costs that go into using a DFM?
As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important.
VISION 2030
Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.
Satrix celebrates 25 years of industry leadership
The Satrix story began in January 2000 with a first institutional mandate of R800-million, at a time when passive investing was still largely uncharted territory.
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