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.

The hidden dangers of being a trustee: are you or your...

The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary.

Edify Fund Managers

Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.

Focused long-term returns

Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.

Blue Quadrant Capital Management

Blue Quadrant Capital Management is a specialist South African hedge fund and unit trust investment manager.

What makes a compelling offshore platform?

Momentum Wealth International empowers South African clients to invest globally with confidence, offering an investment platform that is secure, flexible and tailored to individual needs. Robert Rhodes, managing director of Momentum Wealth International, tells us more.

FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala...

The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg. And the winners are...

Diversification is the only free lunch

Corion Capital is a pioneer of the South African hedge fund industry whose funds have been able to comfortably outperform their benchmarks since inception and with lower volatility. Blue Chip speaks to Garreth Montano, CEO, Corion Capital.

Corion Capital

Corion, previously a division of Brait Ltd, was founded in 2001 and continues to deliver market-leading risk-adjusted returns, nearly 25 years later.

Gold’s enduring value: Proof Krugerrands as a strategic asset

In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience. By Rael Demby, CEO, The South African Gold Coin Exchange and The Scoin Shop.

Offshore tax regulations: implications for South African investors, business owners and...

In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses. Lance Lawson, Business Development Consultant, Sovereign Trust SA, explains some of the complexities of foreign tax regulations.
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Courage, compassion and consistency: a journey from zero to 1,300 clients

Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp.

Stocks for the long run… but what’s the catch?

Neil Padoa (Head of Global Developed Markets at Coronation Fund Managers) discusses equities, their volatility and reveals why they remain the most powerful engine for delivering long-term returns.

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald.

How collaboration shapes smarter global investments

Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.

Differential Capital

Headquartered in Bryanston, Johannesburg, and Newlands, Cape Town, Differential Capital was established in 2018 as an owner-managed boutique AI-led asset manager.
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