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Investing offshore and how to structure financial plans to suit each clients needs and objective

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on investing offshore and how to structure financial plans to suit each clients needs and objectives.

Retirement Planning – Round Table Discussion

Retirement planning: guiding clients to financial independence oun d Table discussion holding slide
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on retirement planning and guiding clients to financial independence.

Three ways in which the energy industry must change and what this could mean for investors

solar panels and wind turbines
Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
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meet our thought leaders

Warren Ingram
Warren Ingram, CFP® is the co-founder of Galileo Capital and author of Global Investing Made Easy.
Dr Rika van Zyl
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insights and analysis

Warren Wheatley CA (SA), CFP®, Founder, Altvest

Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and revenue surge

Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
Altvest Capital's banners on road

Altvest credit opportunities fund reports transformational year of growth and impact in 2025 

The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
family business succession planning

What is keeping the next generation of wealthy families awake at night

A panel discussion with next-gen family members at Stonehage Fleming’s annual Family Conference highlighted the pressures, opportunities and critical factors that could determine whether families and family businesses thrive or falter across generations.

in the spotlight

PROpulsion tech 2025
Join the only event in South Africa dedicated to exploring how technology is changing financial advice and planning.  Hosted virtually by PROpulsion on the 5th and 7th of August 2025.
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features

Gareth Collier, CFP®, one of the 2024 Financial Planner of the Year Award runners-up, recently opened his own financial planning practice, Firecrest Modern Capital. Blue Chip spoke to Collier about the intricacies of this inception.
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