5 months ago

Blue Chip| Issue 87 - May/June/July 2023

  • Text
  • Financial
  • Financialplanning
  • Investments
  • Managers
  • Advisors
  • Asset
  • Investors
  • Profession
  • Hedge
  • Crypto
  • Funds
  • Assets
The front cover of the May/June/July 2023 edition of Blue Chip features Palesa Dube of Wealth Creed, who reflects on her first six months as FPI Financial Planner of the Year 2022. FPI CEO Lelané Bezuidenhout shares the key takeaways from the 2023 FPI Annual Refresher, and this issue also includes contributions from Lehan Kruger of Glacier Invest, Rob Macdonald and Matthew Molyneux of Fundhouse, Florbela Yates, Methula Sikakana and Dean De Sousa of Equilibrium, Kobus Klein of Kainos Wealth, Shahied Daniels of the South African Institute of Professional Accountants, Mike Adsetts and Professor Evan Gilbert of Momentum Investments, Deirdre Cooper and Graeme Baker of Ninety One, David Rees of Schroders, Dr Phindile Masangane of Petroleum Agency South Africa, Leon Michaelides of Matrix Fund Managers, Nosibusiso Ngqondoyi of Old Mutual Multi-Managers, Yusuf Mowlana of M&G Investments, Barry O’Mahony of Veritas Wealth Management, Ebrahim Moola of Bobats Wealth Solutions, Dr Prince Sarpong of UFS School of Financial Planning Law, Brandon Garbutt of Capital Legacy, Sarah Love of Private Client Trust, Nici Macdonald, CFP®, Mulalo Nemataheni CFP®, Hildegard Lombard of Luculent Consulting and Anton Swanepoel of Trusted Advisors.

Blue Chip| Issue 87 - May/June/July

BLUE Issue 87May/June/July 2023 CHIP THE OFFICIAL PUBLICATION OF THE FPI ICARUS SYNDROME The story of the failed crypto platform THE HOLY GRAIL Uncertainty, research and the financial advisor SHOULD FINANCIAL ADVISORS USE A DFM? An exclusive Blue Chip discussion PALESA DUBE The Financial Planner of the Year 2022 on her year so far

Other recent publications by Global Africa Network: