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

Featured

To invest successfully, clients must overcome the Wall of Worry

happy-man-talking-his-wife-while-using-touchpad-meeting-with-real-estate-agent-office
Global events and investment market movements mean less than you think when it comes to successful investing....

Featured

Timing [time in] is everything

Grant Alexander, Founder and Director, Private Client Holdings
It is important that investors do not derisk their portfolios too early and reduce their potential returns as they could face financial shortfalls in their later years. Grant Alexander, Founder and Director at Private Client Holdings explains why....

Featured

US election provides both red flag and pat on the back for South Africa

US elections provides both red flag and pat on the back for South Africa
The 2024 election results in South Africa were met with widespread optimism and showcased South Africa’s robust and innovative electoral and legal system. However, we should also view the 2024 Trump victory in the US as a red flag....


Thought Leaders

Bruce Whitfield, Winner of the FPI Harry Brews’ Award, 2024.

Cutting out the noise

The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024....
Murray Anderson, Head of Retail at Prescient Investment Management 

Risk Aversion vs Returns: South African investment lessons from 2024 

Several crucial investment lessons emerged from 2024 – a year in which investor expectations were thwarted time and again writes Murray Anderson, Head of Retail at Prescient Investment Management....
Lerato Lebitsa, Business Development Manager, Capital International Group

Making offshore investing easy

Lerato Lebitsa, Business Development Manager, Investment Management at Capital International Group, explains how one can avoid complexity in offshore investments....
Andrew Russell, Author

Lessons for financial planners from Nelson Mandela

Andrew Russell, author of 'The Leadership We Need: Lessons for Today from Nelson Mandela', discusses themes in Nelson Mandela's life and how they can assist financial planners in their business...

Events

Cutting out the noise

 

Risk Aversion vs Returns: South African investment lessons from 2024 

 

Making offshore investing easy

 

Lessons for financial planners from Nelson Mandela

 

How do you charge for investment advice?

 

Curate Investments: The art of investing

 

I am because of others

 

Solving the practice management puzzle in 2025

 

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