Investment

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.

Warren Ingram, CFP Co-Founder, Galileo Capital

Change is inevitable. Growth is optional

Technological advancements will play a role in the employment markets, but perhaps not in the way predicted, writes Warren Ingram of Galileo Capital
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

How do you charge for investment advice?

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, questions the standard industry practice of asset-based fees on the behalf of clients.
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.
Altvest Capital's banners on road

The Altvest Orient Opportunities Fund is opening doors

By bridging South African capital with China’s booming venture-capital market, Altvest Capital's Orient Fund empowers investors to participate in transformative global innovations and diversify beyond conventional asset classes.
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.
Ray Mhere, CEO, Curate Investments

Curate Investments: The art of investing

Curate Investments is a new asset manager that opened in 2024 with a clear mission: to find the best people to look after its clients’ money and provide clients with access to top-tier global expertise, whatever their investment goals. Blue Chip speaks to CEO, Ray Mhere.

How to invest in art like a pro

Marelize van Zyl, CEO of Aspire Art, shares six insider strategies for aspiring art investors. Drawing from years of expertise in high-value art sales and auctions.
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.
What you need to know about AMETFs

What you need to know about AMETFs’ transparency 

Niki Giles, Head of Strategy at Prescient Fund Services, unpacks the global transparency debate shaping AMETFs. From the U.S. SEC’s semi-transparent models to Europe’s evolving stance and South Africa’s cautious approach.
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.
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Most Popular

How DIY investing fits in with financial advice: A conversation with Kapil Joshi

DIY investing has surged in popularity, but where does professional advice fit in? The Finance Ghost sat down with Kapil Joshi of Momentum Wealth to unpack the rise of DIY investing, the risks, and the role of financial advisers.

Outlook 2026: Robust earnings and ongoing investment in new technologies may continue to support...

Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.

Retirement, financial education, and the curious role of AI

David Venter (Head of School: Milpark School of Financial Services) writes about the irony that retirement knowledge doesn’t change behaviour, and reveals how best to turn retirement numbers Into action.

Blending annuities

Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges.

Why hedge funds should be core to pension fund portfolios

Hedge funds offer steady, risk-managed returns – but why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments.
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