With over 120,000 funds and 630,000 stocks traded worldwide, it’s impossible for anyone person to cover every market & stock all the time.
At Privado you don’t deal with a single advisor, you work with a team – Privado Wealth has partnered with Graviton & the Sanlam Investments team, that oversees more than R500 billion, to provide us with ongoing investment research, dedicated analyst support and operational capabilities for our investment services – providing us the backing & safety of a listed company and access to the best tools that enhance our service.
As part of our process, our Investment Committee consists of a team of qualified and experienced professionals who meticulously screen the full universe of asset managers and their investment strategies regularly, following a quantitative and qualitative process where we assess managers based on the key drivers and philosophies that underpin their investment performance: investment skill, risk factors, style, asset class exposure and stock picking ability. Integral to our on-going process is remaining in close contact with our underlying fund managers to understand their performance, positioning and also any business changes. We acknowledge that there is no monopoly of investment management, and for this very reason, we do not employ in-house investment managers. Instead, we blend funds together by employing tactical allocations across a carefully selected number of external managers with outstanding ability in each specialist area, while our investment committee retains the ability to move in & out of managers at short notice.
Investment Management Services
Unit Trusts
Unit trusts offer better fees and tax than direct share portfolios. Our investment team manages a unique suite of models to invest across a blend of managers & styles that offers diversification.
Fund Management
Financial Advisors and Family Offices who don’t have the licenses and in-house investment skillset, can rather delegate the investment responsibility to our professional team.
Share Portfolios
For our clients who want a more direct market approach, we offer private share portfolios, where clients can build their own set of shares with our investment teams.
Cash & Forex
With our banking partnerships we offer access to various Money Market and Fixed Deposit solutions, while also offering forex capabilities for our clients to transfer money internationally.
Structured products
For high net worth investors who require access to non traditional investments, our investment team can source and build solutions specific to your needs and requests.
Private Equity & Debt
Through our partnerships we offer access to select private equity, property & debt offerings. Further we offer private consulting to our clients who need advice on their businesses and valuations.
Investment Process
With thousands of stocks & funds traded worldwide, it’s impossible for any single person to cover every market & stock consistently – At Privado Wealth, you don’t deal with a single advisor, you deal with a team.
Privado Wealth is a multi-manager investment house, where our Investment Committee consists of a team of highly qualified and experienced professionals who meticulously screen the full universe of asset managers and their investment strategies regularly, while we perform quantitative and qualitative due diligence on global markets and asset classes, then evaluate managers based on their investment skill, risk factors, style, asset class exposure, and stock selection ability. Maintaining continuous communication with our underlying fund managers to understand their performance, positioning, and business changes is essential. Since investment management is not monopolistic, we do not hire in-house investment managers. Instead, we blend funds to create a multi-manager & multi-strategy solution by using tactical allocations across a carefully selected number of external managers with outstanding ability in each specialist area, use and passive allocations to reduce costs, while our investment committee retains the ability to switch managers at short notice.
Investors who require a low-risk solution for their cash holdings have unique needs and often try achieving the best rates with the least risk. At Privado we offer Money market funds & direct cash deposit solutions which can complement your overall investment strategy.
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As investment managers we have the benefit of having relationships with various stockbroking providers & platforms, to host private share portfolios for our clients who want a more direct market approach, where investors can decide how involved in the process they would like to be. While retaining independence, our responsibility as your investment managers is to add a layer of advice and protection to the stockbrokers who manage the portfolios – allowing us to change providers for our clients if necessary . A dedicated combination of an investment manager & stockbroker will provide you with personalized technical advice and execution of shares and other tradable instruments which is backed by a global investment process and high-quality research.
The key advantage of unit trust & mutual funds over a share portfolio is the tax efficiency, the economies of scale for to lower fees, and the ability to invest across a blend of managers and styles, without inconvenience and all in one solution. Our investment team has built & manages a unique suite of investment models that offers exposure to the markets best unit trusts locally & internationally and is managed on an ongoing basis for the benefit of our clients. We offer an additional service to build and manage bespoke models for High net worth families who are able to meet minimum fund requirements.
Through our Model Portfolio process our discretionary fund service is ideal for financial advisers who are looking for a succession plan and who don’t have the inhouse investment skillset and rather wish to delegate the responsibility of the day-to-day management of their clients’ investments to a professional investment management team. Financial advisors who use our discretionary service have the option of a succession plan for their business, whether they make use of their own FSP or make use of our licensing capabilities and practice management framework – allowing you to partner with us on a flexible basis. We will look after the management of your clients’ portfolios, allowing you to focus on what you do best: developing client relationships and growing your business.
We use a combination of quantitative and qualitative tools in our rigorous portfolio construction process seeking the optimal balance between risk and reward. We believe our collaborative investment approach of blending active and passive investment strategies allows us to optimally construct portfolios, adapting and reacting to ever-evolving market conditions.