1 year ago

Blue Chip Issue 82

  • Text
  • Financial
  • Advisors
  • Investments
  • Equity
  • Wealth
  • Offshore
  • Asset
  • Portfolio
  • Investing
  • Global
  • Momentum
Welcome to our Investing Offshore Special Edition of Blue Chip. a quarterly journal for the financial planning industry and the official publication of the Financial Planning Institute of Southern Africa NPC (FPI). Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.


CONTENTS ISSUE 82 JAN/FEB/MARCH 2022 02 08 10 16 EDITOR’S NOTE By Alexis Knipe WELCOME TO 2022 Message from FPI CEO ON THE MONEY Milestones, news and snippets WHY GOALS ARE BETTER THAN RESOLUTIONS Column by Florbela Yates, Head of Momentum Investment Consulting 17 EVERY CLIENT IS AN EXCEPTION TO THE RULE Column by Rob Macdonald, Head of Strategic Advisory Services, Fundhouse 18 THE NUTS AND BOLTS OF OFFSHORE INVESTING Column by Liam Dawson, PortfolioMetrix 19 MONEY LAUNDERING RISKS Financial Intelligence Centre advise on the risks that clients may pose 20 A METHODOLOGY FOR ALLOCATING MONEY OFFSHORE Warren Ingram CFP® offers a structured approach to offshore allocations 22 INTERNATIONAL INVESTING The importance of the equity risk premium 24 RESHAPING THE SOUTH AFRICAN INVESTMENT PLATFORM LANDSCAPE Momentum Wealth in partnership with FNZ 26 CROWN YOUR WEALTH Robert Rhodes, Momentum Wealth International, on investing in Guernsey 27 TWO GLOBAL EQUITY SOLUTIONS Ferdi van Heerden, CEO, Momentum​ ​ Global Investment Management 28 MEET THE TEAM THAT GAINS MOMENTUM Momentum Investments: the specialist investment team 36 THE FORECASTER’S DILEMMA Predicting economic events by Matthew Molyneux, Fundhouse 40 policies 42 OFFSHORE ETFS Their place in your client’s retirement WILLS AND THE GLOBAL INVESTOR Private Client Trust offers advice on death and offshore assets 44 GAINING TRUST IN A CONFLICTED INVESTMENT INDUSTRY Novare says it starts with openness 47 PITTING VALUE AGAINST GROWTH Stonehage Fleming says value and growth perform different roles 48 SIX KEY THEMES FOR ACTIVE OWNERSHIP IN 2022 By Schroders 4

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