Understanding you is where great advice begins
George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!
A trusted partner
Conlias Mancuveni of Hollard Implemented Portfolio Solutions (IPS) writes about the importance of being a reliable partner that empowers advisors.
The quiet power of planting trees for tomorrow
Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.
Using multiple financial advisors may hurt your wealth
Mark MacSymon (Wealth Manager, Private Client Holdings) writes that diversifying financial advice is not the same as diversifying your investment portfolio.
Laurium Capital
Laurium Capital manages over R80-billion in assets across a diverse range of strategies.
INN8 Invest
INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips.
The TT and trusts: legacies in the Isle of Man
Coreen van der Merwe, director at Sovereign Trust (SA), writes about The Isle of Man TT, arguably the most dangerous motorbike race in the world.
Blue Quadrant Capital Management
Blue Quadrant Capital Management has around R900-million assets under management.
A winning formula
Rocco Carr (Business Development Manager, Glacier by Sanlam) writes about the importance of combining a living annuity with a life annuity.
Building personal relationships
Edify’s Adam Bulkin believes that building strong personal relationships with clients is the way to attain DFM success.
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MitonOptimal
MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.
Advising vulnerable clients: minors and young beneficiaries
This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.
JD Jacobs, RFP® | Financial Planner Profile
Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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