Offshore

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

Global Emerging Markets

Offshore allocations: why Global Emerging Markets beckon  

James Corkin, portfolio Manager of Steyn Capital’s Global Emerging Markets strategy, highlights the exceptional opportunity in Global Emerging Markets, and outlines the decade-long process of bringing the strategy to launch.
Offshore Investment Strategies

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

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 portfolios

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.
Financial Planning Event

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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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.
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