Blue Chip Issue 96

CONTENTSISSUE96AUG/SEP/OCT 2025410EDITOR’S NOTEBy Alexis KnipeA TIME OF GROWTHAND RENEWALMessage from the CEO of the FPI1215ON THE MONEYMilestones, news and snippetsTHE ERA OF WEALTHADVISORY PARTNERSHIPSBy Deon Myburgh, Director: Mergers andAdvisory, Warwick Wealth18MAKING SUCCESSION PLANNINGA SUCCESSColumn by Florbela Yates, CEO, Equilibrium19EMPATHY: TONIC OR TOXICFOR CLIENT RELATIONSHIPS?Column by Rob Macdonald,Independent Consultant20ADVISOR INTELLIGENCEENHANCED BYARTIFICIAL INTELLIGENCEColumn by Kobus Kleyn, CFP®, Tax andFiduciary Practitioner, Kainos Wealth22IT’S TIME FOR COFIBlue Chip speaks to AntonSwanepoel, CFP®, founder of TrustedAdvisors, and Lelané Bezuidenhout,CFP®, CEO, FPI, about the COFI Bill28THE CLOCK IS TICKINGON TRUMP’S RED SWEEPMaarten Ackerman, Chief Economist,Citadel Asset Management, on Trump’sunpredictable rule and the effect is hason the global economy30QUANTUM LEAPHow quantum computers arerewriting the rules of tech, by Peter Foster,CIO, Fundhouse34INDEX METHODOLOGIESIN STRUCTURED PRODUCTSAbsa Bank provides an understanding ofhow issuers select and build indices forstructured products37SOUTH AFRICAN EQUITIES:BEYOND THE GLOOMBy Wim Murray, Portfolio Manager,Foord AssetsOFFSHORE ISN’T38 ALWAYS GREENERWhen it comes to investing, some voicescut through the noise with rare clarity,by Kopana Makhu and Shaun Bruyns,Multi-Asset Co-Portfolio Managers,Mazi Asset ManagementOFFSHORE TAX REGULATIONS39 Implications for South Africaninvestors, business owners and emigrants,by Lance Lawson, Business DevelopmentConsultant, Sovereign Trust SATHE LIQUIDITY ADVANTAGE40 Duma Mxenge, Head of Businessand Market Development, Satrix, explainswhy ETFs should play a bigger role ininstitutional asset allocation42REFRAMING IMPACTAND INCOMEAkshay Karan, CIO, Altvest writes aboutthe case for South African private credit44EVOLVING SYMMETRYBlue Chip speaks to Kim Rassou,Head of Discretionary Fund Management,Symmetry, Old Mutual Wealth46WHAT LEADERSHIP MEANSTO CONSULT’S NEW CEOJohan Minnie, CEO, Consult by Momentumshares his vision for a more human,purpose-driven approach to leadership47FROM PERSONAL FINANCETO THE PAGEANTRYRebekah Pillay, Financial Advisor,Consult by Momentum, shines atMrs India Worldwide48GOLD’S ENDURING VALUERael Demby, CEO, The SouthAfrican Gold Coin Exchange & The ScoinShop, reminds us to seek assets thatprovide stability in an era of volatility50THE EVOLVING LANDSCAPEOF RETIREMENT INCOMEGlacier on the retirement landscape52FROM POLICY TO PEOPLE:HOW THE TWO-POT SYSTEMIS RESHAPING RETIREMENTRob Southey, Head of Asset Consulting atMomentum Consultants & Actuaries, reflectson the Two-Pot System53WHY DO SA RETIREMENT FUNDSAPPEAR HESITANT TO INVEST ININFRASTRUCTURE?The extent to which South African retirementfunds are investing in infrastructure projects56WELLNESS MEETS WEALTHMedihelp says that wellbeing isthe true measure of success58UNCOVERING THE COSTGAPS IN PRIVATE HEALTHCAREUnderstanding gap cover is not always easy59BLENDED FAMILIES,BALANCING FUTURESBy Kyle Abrahams, In-House Attorney,BDO Wealth60WHY STARTING AT THEEND IS IMPORTANTCapital Legacy says that FAs whounderstand the impact of estateplanning better serve their clients62MAKING THE LOSSOF A LOVED ONE EASIERCapital Legacy has a clear mission –to make the loss of a loved one easier64THE HIDDEN DANGERSOF BEING A TRUSTEEMella Fiduciary asks if you or yourclients are exposed66PHILANTHROPY IN SAEvolving trends and its role ina wealth management plan by GrantAlexander, Director, Private Client Wealth6 www.bluechipdigital.co.za