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In our previous issue of Blue Chip, we were still very much in the throes of a severe global financial crisis. No one can deny the severity of the crisis. The mere fact that it was compared with the Great Depression indicates this very clearly. However, it will appear – and I hope I am right – that the crisis is coming to an end.
Hopefully, all our readers have learnt a few lessons to carry with them into the future. The question is: how will we approach the future with the experience we have gathered? Therefore, the theme of this edition of Blue Chip is: “The world post-crisis”.
Furthermore, we decided that the world of the financial planner has a number of elements and that is why we focus on a few of these that we believe are – or at least, should be – important in the lives of our readers, e.g. “post-crisis advice”, “post-crisis investment”, “post-crisis economy”, and “post-crisis practice management”.
The leading article investigates, on a high level, what has happened and explores how things will roll out in the future.
Marize Pieters from Glacier covers the issue of post-crisis advice and how the financial planner can guide clients to achieve their financial goals.
Mark Appleton, chief investment officer of Barnard Jacobs Mellet, discusses his view of what impact the crisis has had on the world of investment.
Morné Bezuidenhout of Netto Financial Services touches on the very real issue of trust and how it may have been affected by the crisis.
Top rated economist (FM ratings, 2009) Elna Moolman of Barnard Jacobs Mellet shares with us her view of the economy post-crisis. Her article points out that everything will not necessarily be plain sailing going forward.
A regular contributor, Louis van Vuren, writes with his usual technical rigour on trusts. More specifically, he investigates the financial planner’s fiduciary responsibility towards clients and how it is measured.
Blue Chip’s former consulting editor Rob Macdonald writes about post-crisis practice management. Rob backs up his article on the importance of proper practice management with some interesting statistics. Hein Kruger of Kruger International has a more philosophical approach in his analysis of the world post-crisis, but also reiterates the important investment rule of reducing debt.
Another regular contributor to the magazine and tax guru, Liesl Kruger from Edward Nathan Sonnenbergs, investigates the importance of protecting the South African tax system in the face of a global recession.
To lend some balance to the debate around post-crisis investment, another chief investment officer, Adrian Saville talks to us on his view of the state of investments. He shares some fascinating facts, too.
Elke Pienaar, a wealth manager at Barnard Jacobs Mellet, rounds off the issue by reviewing the three most important wealth reports published annually. In her review, she highlights that which the research showed clients are looking for, what the challenges are for wealth management firms, and what the future challenges are likely to be.
The year 2009 was better than 2008, but still tough. We hope you gained something from reading Blue Chip, and we look forward to delivering stimulating material in 2010.
Jurie van der Merwe
Articles 
Editors Notes Crisis coming to an end
Editors Notes Crisis coming to an end
