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
South Africa’s two-pot retirement system: how global trends are influencing local reforms
26 Sep 2024
South Africa’s innovative two-pot system, blending immediate access with long-term retirement savings, is inspired by global best…
What if the plane we’re trying to land is only a connecting flight?
16 Sep 2024
In this article, we explore the different types of economic landings that can occur. We also examine historical trends in cutting cycles…
August 2024 Economic Review
16 Sep 2024
Data shows that inflation in the US dropped below 3% in July, getting closer to their 2% target. The unemployment rate in the US rose…
Monthly Market Highlights – August 2024
9 Sep 2024
South Africa’s inflation eased to 4.6% in July, its lowest level in over three years, which has boosted consumer spending power. This…
Don’t be your own worst enemy in retirement
3 Sep 2024
Retirement is a major life transition where emotional and behavioral biases can significantly impact investment decisions, often leading to…
Events that moved the market Q2 2024
14 Aug 2024
2023 had a massive impact on the global and local markets. It started off with the change made for the Energy Department to oversee Eskom,…
July 2024 Economic Review
14 Aug 2024
China continued to experience economic hardship in the first half of 2024, but the economy is still growing. GDP rose in Q2 2024, although…
Monthly Market Highlights – July 2024
13 Aug 2024
South Africa’s inflation rate fell slightly in June, reaching a six-month low. In the US, inflation also dropped slightly, slowing…
Two-pot system: The role of financial advisers
15 Jul 2024
South Africans are struggling to save for retirement, prompting a shift to a two-pot system for retirement funds starting 1 September 2024.…
June 2024 Economic Review
10 Jul 2024
June arrived with surprises from an interest rate cutting perspective. The European Central Bank (ECB) became the second major central bank…
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.