11 months ago

Blue Chip Issue 86

  • Text
  • Cfp
  • Fpi
  • Dfm
  • Financial planning
  • Wealth management
  • Stock markets
  • Fund managers
  • Advisers
  • Planning
  • Financial
  • Economic
  • Profession
  • Asset
  • Investors
  • Momentum
  • Advisors
  • Investing
  • Investments
  • Global
  • Wealth
Blue Chip Journal 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. Visit Blue Chip Digital:


CONTENTS JAN/FEB/MARCH 2023 ISSUE 86 02 08 EDITOR’S NOTE By Alexis Knipe TIME LINKED WITH FINANCIAL PLANNING, DONE RIGHT Message from FPI CEO 10 15 16 ON THE MONEY Milestones, news and snippets COMBAT FINANCIAL CRIME Advice to combat money laundering BEWARE THE TWIT Column by Rob Macdonald, Head of Strategic Advisory Services, Fundhouse 17 IT’S A CRUEL, CRAZY, BEAUTIFUL WORLD Column by Florbela Yates, Head of Equilibrium 18 A NOBLE PROFESSION By Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth 19 THE LOCAL NEED FOR TRULY GLOBAL ADVICE Discovery Invest says that there is a need for global investment expertise for the local advice industry 20 MEET THE 2022 FPI FINANCIAL PLANNER OF THE YEAR Blue Chip speaks to Palesa Dube, CFP® 26 A FOCUS ON THE FUTURE OF INVESTING By Jeanette Marais, CEO, Momentum Investments, and Deputy CEO, Momentum Metropolitan Holdings 29 ESG: HYPE OR PATHWAY TO A BETTER FUTURE? By Mike Adsetts, Acting Chief Investment Officer, Momentum Investments 30 WHY OPTIMISING TAX INCENTIVES IS A GREAT WAY TO CREATE WEALTH Almost every financial decision your clients make has a tax implication 31 THE DAWN OF THEMATIC INVESTING Eugene Botha, Deputy Chief Investment Officer, Momentum Investments, tells us about the increasing popularity of thematic investing 32 CRYPTOCURRENCIES AS AN INVESTMENT Cryptocurrencies are sweeping the world in terms of news headlines 33 WHY DO PEOPLE INVEST? WHY DO PEOPLE SAVE? Kapil Joshi, Head of Momentum Collective Investments, writes on consumerism and investing 34 THE GALE OF CREATIVE DESTRUCTION Was 2022 the birth of the next phase of wealth creation? By Ian Jones, CEO, Fundhouse 36 HOW SUPPORTING WORKERS BRINGS BUSINESS AND INVESTMENT BENEFITS By Andy Howard, Schroders 4


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