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As from its upcoming June-edition Blue Chip will be reverting back to being the independent journal that it was before entering into an arrangement with the Financial Planners Institute six years ago to act as it’s official mouthpiece.
Rather than just focusing on financial planning Blue Chip is being repositioned as the foremost journal for Wealth Management and Professional Advice.
To this end a top expert as consulting editor and a prestigious editorial board have been appointed and a top notch list of regular contributors is in place.
Robert MacDonald (BA, MA, MPhil) has accepted the appointment as consulting editor and will head-up the new team.
Robert is currently Head of Xchange Solutions, a business that partners with and provides a range of services to independent financial planning and wealth management businesses.
He is also Head of Institutional Consulting at Nedgroup Investments and in this role oversees an investment consulting service to institutional clients such as retirement funds and medical aids.
Prior to this appointment in April this year, Robert worked as an independent consultant for two years having spent five years with ipac (now acsis), where he held senior investment and consulting roles, working closely with financial planners, retirement fund consultants and trustees.
Before entering the financial services industry ten years ago Robert was Director of the MBA Programme at the Graduate School of Business (GSB), University of Cape Town. He retains a link with the GSB as Director of the Advice-based Financial Planning course that is run by the GSB Executive Programmes division.
Robert has a BA in Economics from UCT, a MA in Politics from Durham University, and an MPhil in Management Studies from Oxford University. Robert is qualified as a Certified Financial Planner and is a member of the Financial Planning Institute.
Board members
The following high profile professionals have already accepted appointments to the new editorial board of Blue Chip:
• Bill Bachrach (USA); Chairman, Bachrach & Associates – voted one of the four most influential people in the financial services and planning industry;
• Kevin Bailey (Australia); MD, Money Managers; and
• Nigel Scott (South Africa); CEO: H4 Financial Planning and former editor of Extra Cover .
All of these board members, with more appointments to follow, will not only help to keep a watch over the quality of the journal’s content but will all also be regular contributors.
Contributors
Other topflight regular contributors include:
• Anthony Gevisser; Head of Marketing and Communications, Credo Group, London;
• Piet Viljoen; CEO of RE:CM;
• Liesl Kruger; Tax Partner, Edward Nathan Sonnenberg;
• Hein Kruger; CEO – Kruger International Investments;
• Jurie Van der Merwe; UBS Wealth Management;
• Louis van Vuuren; MD: BoE Trust;
• Hannes du Plessis; The Wealth Corporation.
•
Upcoming edition
In our upcoming edition there will be, among others, a contribution from Charles Pillai, the FAIS Ombudsman, and a book review by Jessica Scott of The Wealth Corporation.
In his foreword to the last edition from the previous dispensation, Robert wrote: “I believe that Blue Chip is exceptionally well-positioned for the next stage in its journey as a key resource to financial professionals in South Africa.
“The benefit of not being associated with just one representative body is that we can address the relevant and key issues impacting on the wealth management industry in South Africa, without fear or favour.
“It is an industry that has a number of professions who are involved in the delivery of services, solutions and products, be they stockbrokers, accountants, actuaries, lawyers, financial advisers or private bankers. We aim to address issues that are relevant to financial professionals across the board, and to play an active role in doing what we can to further professionalize the delivery of wealth management services to private clients.
“To this end the June edition of Blue Chip will focus on the question of what makes a professional advisor?. In so doing we will consider questions such as: what are clients really looking for? What characterises a profession? And, how does one become a truly trusted advisor?
“In addition to being a resource for financial professionals, Blue Chip aims to be an independent forum that enables practitioners, policymakers, academics, commentators and clients to advance the debate on Financial Planning and Wealth Management issues.”
