Brought to you by Financial Planning Institute of Southern Africa
15 March 2023
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Testing Text 1, 2. Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you.

With breaks

With breaks

 

 


Youtube video


Yumpu E-book


Blue Chip Issue 84

Lead features (Featured Layout)

DFM

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....

DFM

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

Offshore investing isn’t just about diversification

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

Hedge Funds

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. ...

More features

The future of healthcare financing

South Africa’s healthcare financing landscape is shifting rapidly under the pressure of rising costs and economic uncertainty, writes James White, Director, Sales and Marketing, Turnberry Management Risk Solutions....

Shaping spaces that help great financial planners do their best work

Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....


Events

Global Financial Planning Conference ALL STARS

 

Join us at the PROpulsion Financial Planning Conference 2026 – The Global Citizen

 

The 36th Edition of the BFSI Innovation & Technology Summit – South Africa 2026: Recalibrating South Africa’s Financial Edge

 

The 33rd Edition of the South Africa Manufacturing Show 2026 – Recalibrating South Africa’s Industrial Edge

 

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