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 liquidity advantage: why ETFs should play a bigger role in...

ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.

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.
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Why are more South Africans returning to their retirement savings?

Why are more South Africans returning to their retirement savings?  Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today. 

Modern portfolio thinking: How diversification is evolving for today’s markets

In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.

Listening: the financial planner’s “tape measure”

The key to ensuring the financial plan fits the client’s life, not just their wallet.

ABSA: Putting client needs at the centre of portfolio decisions

Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.

Future-proof your move: why your next qualification should be immersive

With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.
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