Privado Wealth is an independent private wealth and investment management office that serves high net worth clients globally. We offer a personalised, family-oriented approach, focusing on portfolio construction, intergenerational wealth planning, and global tax structuring. We provide bespoke solutions for our clients unique goals.
R 2,5 Billion AUM & Global Reach
Privado Wealth is a private and independently owned business, where our team acts as the financial advisor & investment manager to more than R2,5 Billion worth of private client investments.
With access to multiple platforms across the world, we service families internationally irrespective of where they are based. Some of our clients and jurisdictions include:
South Africa, Australia, Guernsey, Jersey, Mauritius, Switzerland, USA, UK, Europe, Bermuda, Canada, Botswana, Namibia, Middle East.
We enjoy a strategic partnership with Graviton and Sanlam Investments who provide us with independent compliance oversight, R 1 Trillion worth of financial backing to leverage off for better fees with fund managers and platforms, and they ultimately help us administer our funds where we get dedicated research, insurance, succession planning, operational capabilities & access to an exclusive network of services, all in one place.
Having this partnership means our clients are assured of Privado’s compliance & the safety of their money, and to ultimately offer the best market related solutions to investors.
PROFESSIONALISM
Privado Wealth follows the Chartered Financial Analyst (CFA®) & Certified Financial Planner (CFP®) codes of conduct, ensuring the highest standards are delivered
Privado Wealth is a multi-manager investment house with an experienced Investment Committee. They screen asset managers and their strategies regularly, perform due diligence on global markets, and evaluate managers based on investment skill, risk factors, style, asset class exposure, and stock selection ability. They maintain continuous communication with fund managers to understand performance and business changes. Instead of hiring in-house managers, they blend funds using tactical allocations across external managers with exceptional skills, reducing costs, and allowing short-term manager changes.
Goal Based Investment Solutions
Coffee & Finances
Articles & Research
Give your children the gift of future thinking this festive season
This festive season, consider giving your children a gift that lasts: an investment in their future. By redirecting part of your gifting…
The power of compounding
Compounding is a powerful tool in finance, where the interest earned on an investment is reinvested, allowing the principal and accrued…
October 2024 Economic Review
The UK economy is still showing resilience through its economic expansion despite remaining static during June and July. China and the…
Monthly Market Highlights – October 2024
South Africa’s annual inflation rate fell below 4% in September for the first time in over three years, supporting calls for potential…
Common pitfalls when dealing with succession planning for financial advisers
A thoughtful succession plan safeguards your legacy, secures your clients’ wellbeing, and ensures a smooth transition when the time…
Consolidation set to continue in asset management universe
While the initial surge in Mergers and Acquisitions activity peaked during the Covid pandemic, this trend hasn’t slowed but rather evolved,…
US elections – Local manager research views
The US election outcome has an impact on US citizens, but also impacts global markets and economies as well as the local market and…
Events that moved the market Q3 2024
Key highlights from some of events that shaped the market in Q3 2024 include the SARB cutting its repo rate by 25 bps to 8%; slowing US job…
September 2024 Economic Review
US inflation data subsided and unemployment data was also positive, prompting the US Federal Reserve (Fed) to begin its interest rate…
How Millennials and Gen Z are reshaping the future of sustainable investing
Rudesh Patel, Head of Sustainable Investing at Sanlam Investments Multi-Manager, highlights the impact that Millennials and Gen Z will have…
The Privado Viewpoint
Next Webinar date: 30 May 2024
Market and Fund update
Please join our team online for our quarterly fund and the market update via zoom on Thursday 30th May 2024, 9:00 – 10:00 am.
Every year we host a series of quarterly webinars (every 3 months), and then face to face events throughout the year, so please keep a lookout for our invitations and save the dates.
At Privado Wealth & our partners, we’re committed to keeping our clients informed and empowering you to stay informed about your portfolio. Sessions like these serve as invaluable resources to compliment your reviews and statements you get, allowing you to stay ahead of the curve and make informed decisions.
Investment Webinar Agenda
We will be doing a financial planning update on any major tax and/or product changes across the industry that you need to be aware of. And then finally our investment team will be covering opportunities and key themes driving markets, how we are positioned in our funds, and the various changes we have made for the quarter.
Join us for a quick coffee on your laptop or cell phone from anywhere at your convenience.
Get in touch
Contact us or leave your details and we’ll get back to you.
Address: C205 Polo Village Office Block, Val De Vie Estate, Paarl, 7646, South Africa.
Website: www.privadowealth.com Email: invest@privadowealth.com Contact No: 087 55 128 55
Privado Wealth is a Graviton partner licensed under Graviton Wealth Management (Pty) Ltd, FSP 8772. Privado Wealth (Pty) Ltd is a financial services provider, FSP 50883.