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 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.
Leigh Kohler, head of DFM, INN8 Invest.

Award-winning pedigree

Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record.
investment solutions

Investment Solutions by Alexforbes

Based in Sandton, Johannesburg, Investment Solutions by Alexforbes is a newly established division of Alexforbes, South Africa’s leading investments multi-manager, entering the Discretionary Fund Management (DFM) market.
Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group

Client confidence beyond the wrapper: engaging investors on investment safety

According to Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group, financial planners need to demystify an increasingly complex array of products in today’s investment landscape.
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Most Popular

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.

Building better futures 

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.

Certainty in volatile markets

In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure.

Global Financial Planning Conference ALL STARS

PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 3 June 2026 featuring over 40 speakers from around the world in an ALL Stars event.

Protecting independent financial advice

The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA.
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