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Personal Trust was founded on a very simple but powerful idea: a return to personal and professional service. Although it may appear straightforward, Thando Gobe, CEO of Personal Trust, asserts that the idea was noteworthy at the time and continues to distinguish itself in many ways today. Blue Chip speaks to Gobe....
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Diversifying financial advice is not the same as diversifying your investment portfolio, writes Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure....
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AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
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Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes....
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Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004....
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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....
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