Welcome to the second edition of the Blue Chip DFM Guide. This 2026 edition of this annual publication follows the launch of the DFM Guide in 2025, a special supplement designed to provide useful information on Discretionary Fund Managers to the South African financial planning community.
The editorial content, written by Rob Macdonald, an independent consultant, author and CFP® Professional, is designed to build on the introductory content published in the 2025 edition which can be accessed via the QR code link provided (below right). The 2026 DFM Guide also features contributions from a number of South African DFMs in the form of company profiles and interviews, and is followed by a listing of 33 DFMs.
Members of the Financial Planning Institute of Southern Africa (FPI) can earn one verifiable Continuing Professional Development (CPD) point by completing an online assessment on the FPI member portal, based on the introductory articles in the 2026 DFM Guide.
The Blue Chip DFM Guide follows the successful format of Blue Chip’s other annual guides, the Blue Chip Hedge Fund Guide and the Blue Chip Structured Products Guide. The guides are produced by Global Africa Network Media, the publisher of Blue Chip Journal. Blue Chip is the official publication of the FPI, published quarterly in February, May, August and November, and distributed in print and digital format to the full and up-to-date member base of the FPI, reaching over 5 000 CFP® Professionals as well as other categories of FPI membership.
Digital editions of Blue Chip Journal, the Blue Chip Hedge Fund Guide, the Blue Chip Structured Products Guide and the Blue Chip DFM Guide can be found at www.bluechipdigital.co.za
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