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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Investment Moments with Momentum Investments, Podcast Episode 3

Listen to this episode of the Investment Moments podcast series, where Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about living annuities and life (guaranteed) annuities.
Investment Moments Podcast Logo

Investment Moments with Momentum Investments, Podcast Episode 2

In this episode of the podcast series, Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
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Investment Moments with Momentum Investments, Podcast Episode 1

In this episode, Levashni Naicker (Communications Specialist) talks to Martin Riekert (Executive Head of Retail Investments) about how guaranteed solutions can play a part in a client's overall financial plan.

The evolution of savings

Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity

Leading global financial services

South African wealth manager chosen for global Top 100 list

Controlling the ‘controllables’ in uncertain times

Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
growth

Seeking opportunity through an ESG lens

The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems
Blue Chip Journal Issue 76

The July 2020 edition of Blue Chip journal now available

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.

Thinking beyond the crisis

Perspective is crucial when it comes to long-term investing.

How we’re managing money in the eye of the storm

As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.
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Discretionary Fund Manager (DFM) listings 2026

The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.

Offshore investing isn’t just about diversification

Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.

The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2026 Blue Chip Hedge Fund Guide is the second edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.

Recalibrating South Africa’s Industrial Edge

Exito Media Concepts Announces the 33rd Edition of the South Africa Manufacturing Show 2026 - Recalibrating South Africa’s Industrial Edge
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