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.

South Africa’s Q1 GDP: A marginal win, but still a long...

South Africa's first-quarter GDP growth remained sluggish at 0.1%, narrowly exceeding market forecasts of a 0.1% contraction. Despite this slight improvement, Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, cautioned that the uptick is "not something to celebrate," emphasising that the economy continues to struggle with an extended period of low growth.
John Robinson, DFM specialist, The Robert Group.

The Robert Group

According to John Robinson, DFM Specialist at The Robert Group, TRG Private Wealth is dedicated to the empowerment of financial advisors through innovative solutions that drive success.
Altvest Capital

Impact and returns: why financial planners should consider ACOF

Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital.
Warren Wheatley CA (SA), CFP®, Founder, Altvest

Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and...

Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse.
Luis Levy, CFA®, Chief Executive Officer, STRATEGIQ Capital

STRATEGIQ Capital

By prioritising independence, expertise, transparency and partnership, STRATEGIQ empowers financial advisors with cutting-edge tools and strategic insights, writes Luis Levy, CFA®, Chief Executive Officer, STRATEGIQ Capital.
Brandon Zietsman, CEO and Founder, PortfolioMetrix

Pioneer in the DFM space

PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes

Well positioned to thrive

Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, offers her thoughts on the current DFM landscape.
do dfms add to costs?

Do DFMs just add to costs?

Nadir Thokan, Senior Discretionary Fund Specialist at Alexforbes, on the downward trend of DFM fees.
image by http://www.fotogestoeber.de from Getty Images

Looking forward to a RAG-based future

Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice.
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Enter adviser practice buy-and-sell conversations with confidence

Blue Chip speaks to Brokerspace and Commspace to find out why understanding the full picture before choosing a path forward might change your succession and sale conversations for the better.

Why blending unit trusts remains essential

In an environment where opportunity and uncertainty coexist, blending unit trusts is not about being cautious. It is about being prepared. By Natalie Harrison, Head of Distribution at Curate Investments.

Blue Chip DFM Guide 2026

Welcome to the 2026 edition of the Blue Chip DFM Guide, a guide to Discretionary Fund Managers in South Africa.

The Investment Forum 2026

The Investment Forum is South Africa’s premier thought leadership event for financial advisors, asset managers, discretionary fund managers, and wealth professionals.

What is a structured product?

Structured products can offer investors a unique way to access market returns while managing risk with capital protection and tailored pay-offs.
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