2 years ago

Blue Chip Issue 81

  • Text
  • Advisers
  • Institute
  • Planning
  • Financial
  • Financialplanning
  • Financialplanners
  • Solutions
  • Equity
  • Investments
  • Investing
  • Investors
  • Advisors
  • Momentum
  • Funds
  • Global
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Blue Chip takes this opportunity to wish the FPI a happy 40th anniversary. Congratulations!


CONTENTS ISSUE 81 OCT/NOV/DEC 2021 01 DIGITALLY SPEAKING Blue Chip speaks to Bongani Khulu, senior executive at the Liberty Group, about why digitisation is driving the future advice model – “human-augmented advice” 02 EDITOR’S NOTE By Alexis Knipe 08 RELATIONSHIPS, REBRANDING AND FUTURE PLANS Message from the CEO of the FPI 10 CELEBRATING 20 YEARS OF EXCELLENCE University of the Free State SFPL 12 16 ON THE MONEY Milestones, news and snippets HOW DO WE BUILD YOUR PORTFOLIOS? Column by Florbela Yates, Head of Momentum Investment Consulting 17 PROFESSIONAL FINANCIAL PLANNING FOR ALL Column by Rob Macdonald, Head of Strategic Advisory Services, Fundhouse 18 LIFE BEGINS AT 40 The FPI celebrates its 40th year anniversary this year 20 MAKING A DIFFERENCE IN THE LIVES OF OTHERS Blue Chip speaks to Lelané Bezuidenhout, CEO of the FPI 26 AND THEN THERE WERE THREE Meet the three Financial Planner of the Year finalists 29 IT TRULY STARTS WITH YOU Francois du Toit, Director, PROpulsion Podcast on winning an FPI award last year 30 32 A WHIRLWIND OF WINNERS A look at why awards matter SPAC ATTACK Special-Purpose Acquisition Companies are the latest frenzy, by Fundhouse 34 WHAT ARE THE SUSTAINABLE DEVELOPMENT GOALS? By Mike Adsetts, Deputy Chief Investment Officer, Momentum Investments 35 MY TAKE ON RESPONSIBLE INVESTING By Sonja Saunderson, CIO, Momentum Investments 36 INVESTING WITH PURPOSE: GOING BEYOND FINANCIAL RETURNS By Motlatsi Mutlanyane, Head of Alternative Investments, Momentum Investments 38 STRONGER THAN EVER Blue Chip speaks to Hymne Landman, Head of Momentum Wealth and Momentum Wealth International at Momentum Investments 42 FINDING SPECIALIST GLOBAL MANAGERS By Natalie Harrison, Global Fund Specialist, Momentum Collective Investments 44 MERGING WITH MOMENTUM Blue Chip speaks to Ferdi van Heerden about Momentum Global Investment Management’s latest acquisition of Seneca Investment Managers Ltd. 48 IDENTIFYING PREDICTABLE INCOME Blue Chip met up with Scott Cooper, Marriott Investment Managers 50 WHY CAPEX IS KEY TO SOLVING THE SUPPLY CHAIN ISSUES HAMPERING THE ECONOMY Capex levels have slumped in recent years, which has led to supply-side problems. By Schroders 52 TALKING GLOBAL EQUITY Blue Chip speaks to Andreea Bunea, Head of Global Equity at Old Mutual Multi-Managers 56 YOUR CLIENTS’ WEALTH DESERVES THE WORLD The online investment platform powered by OUTsurance, now allows financial advisors to offer uncapped global equity exposure to their clients 58 GLOBAL MULTI-ASSET FUNDS: A MUST-HAVE MOVING INTO A POST-COVID WORLD Investing in well-diversified portfolios that comprise more than just one asset class offers the most appropriate route to navigating a challenging investment environment. By Coronation 60 AN OPPORTUNITY WRAPPED IN GOLD Glacier International offers access to international investment opportunities. 4

COVID-19 vaccine misinformation can harm your health and financial well-being

Copied successfully!

Other recent publications by Global Africa Network: