16 May 2023
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.

Featured

Hedge Funds

Choosing the right hedge fund

Investment strategy, track record, risk management, investment team, fees and a thorough due diligence are key considerations when choosing a hedge fund....

Behavioural Finance

Midlife recalibration: guiding clients through the midlife transition

Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone....

Insurance

For the people

At a time when South Africans are facing uncertain economic pressures, it is important for the insurance industry to shift what they provide and how they provide it. Creativity and innovation are key. Blue Chip speaks to Brandon Garbutt, an insurance entrepreneur, about securing the right cover for your unique lifestyle and risks....


Thought Leaders

Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings....

Capital Protector: A practical approach to retirement certainty

The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains....
stock market structure

South African equities: beyond the gloom

In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors....
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications...

Events

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

 

Capital Protector: A practical approach to retirement certainty

 

South African equities: beyond the gloom

 

Communication that feels relatable

 

The two-pot system: One year on

 

Quantum leap: how quantum computers are rewriting the rules of tech

 

CPD: a cornerstone of excellence in financial planning

 

Advisor Intelligence enhanced by Artificial Intelligence

 

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