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.

Protea Capital Management

Jean Pierre Verster, CEO at Protea Capital Management, offers insight into the diversity of their portfolios.

How DIY investing fits in with financial advice: A conversation with...

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.

Scaling new heights

Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.

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.

Mazi Asset Management – African Roots. Global Vision.

Mazi Asset Management is a world-class fund manager rooted in African heritage that believes in the power of diversity and its ability to deliver results operating as a fundamental bottom-up asset manager.

3% Inflation could change everything

A lower inflation benefit to society does not necessarily align with higher investment returns. How should we consider the impact on financial planning? By Peter Foster, Chief Investment Officer, Fundhouse.

Building private equity allocations: Why wealthy investors have an advantage in...

Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors.

The power in blending hedge funds

Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds.

Not all DFMs are created equal – Why I rejoined the...

Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.
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Building wealth through consistency

Therese Grobler, Head of Wealth Management at Momentum Financial Planning, explains why she believes South Africans need a new savings mindset.

Differential Capital

AI-led investing. Conviction-driven outcomes. From inception the firm has embedded artificial intelligence at the core of its investment process – combining machine learning, data...

COFI is not the disruptor. It’s the accelerator

The advice industry in South Africa has never stood still. Over the past two decades, we have seen steady progression in professionalism, compliance standards and client outcomes. COFI does not change that trajectory. It accelerates it.

Why good people ignore good processes

Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting.

Oyster Catcher Investments

Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg.
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