Privado Wealth
Investment Management
Cape Town, Western Cape, Za
7 employees
- Employees
- 7
Privado Wealth Overview
- Headquarters
- Cape Town, Western Cape, Za
- Website
- privadowealth.com
- Industry
- Investment Management
- Employees
- 7
- Founded
- 2020
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Privado Wealth
Privado Wealth is an independent financial advisor and investment manager, based in South Africa servicing clients locally and globally. We offer private family office services to individuals, businesses and their families to help plan, invest and manage their wealth successfully & tax efficiently. With relationships to various platforms and fund managers across the world, we offer access to a wide range solutions to manage and build wealth with a trusted, experienced and very qualified team to support you. Unit trusts, private share portfolios, money markets, alternative investments, as well as estate and tax planning are some of the core services we offer clients. Privado Wealth is 100% privately owned and managed and fully independent. We are members of the Graviton Network who we have chosen as strategic partner alongside listed business Sanlam Investments who provide us fund administration, research, business consulting, financial backing, compliance, insurance and licensing support. Feel free to get in touch for investment ideas and financial advice.
Privado Wealth Contact Details
- People in AeroLeads
- 4
Privado Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Costa Drepaniotis, Cfa, Cfp | Managing Director, Privado Wealth |
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|
|
| Lariska Swart | Administrative Assistant | City of Cape Town, Western Cape, South Africa |
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|
| Christine Wadsworth | Administrator | George, Western Cape, South Africa |
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|
| Simone Drepaniotis | Financial Administrator |
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|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
Associate / junior
1 profile
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