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.

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The anatomy of a bubble: Are we in an AI bubble?

Stuart Copley, Head of Investment Process at Fundhouse, asks the question: are we in an AI bubble?
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.
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Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.

The future of healthcare financing

South Africa’s healthcare financing landscape is shifting rapidly under the pressure of rising costs and economic uncertainty, writes James White, Director, Sales and Marketing, Turnberry Management Risk Solutions.

What really matters when choosing offshore unit trusts

When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...

How to become a financial advisor in South Africa

The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.

The UFS School of Financial Planning Law celebrates 25 years of inspiring excellence and...

The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.
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