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.

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.
Why Bitcoin? Altvest Capital’s Bold Entry into the World of Digital Assets

Why Bitcoin?: Altvest Capital’s bold entry into the world of digital...

Altvest Capital Limited (JSE: ALV) has announced its first investment in Bitcoin (BTC) as part of a strategic treasury management initiative aimed at strengthening financial resilience, preserving shareholder value, and gaining exposure to the world's most recognized decentralized digital asset.
Economist of the Year, Elize Kruger

Economist of the Year

The winner of the 2023 competition is Ms Elize Kruger, an independent economist. Ms Kruger has nearly three decades of experience in both macro and microeconomic analyses and forecasts. She has worked in the financial, health, transport and energy sectors
by alicegabriela from pixabay

Alternative investments: Don’t overlook the potential of up-and-coming artists

In certain quarters, art has become an increasingly attractive alternative investment as part of a diversified portfolio. One of its biggest advantages is that,...
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Improved balance in your practice

Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Humans Under Management

Humans Under Management Conferences 2025

Save the date for the 2025 Humans Under Management Conferences
Last mile planning

Last mile planning advice 

Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics.
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