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.

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Privado Wealth

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.

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PROFESSIONALISM

Privado Wealth follows the Chartered Financial Analyst (CFA®) & Certified Financial Planner (CFP®) codes of conduct, ensuring the highest standards are delivered

CFA CFP

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.

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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.

Register Now

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.