Privado Wealth
Company Management

Privado Wealth

Investment Management Cape Town, Western Cape, Za 7 employees
Employees
7

Privado Wealth Overview

Headquarters
Cape Town, Western Cape, Za
Industry
Investment Management
Employees
7
Founded
2020
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All 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 Contact
Costa Drepaniotis, Cfa, Cfp Managing Director, Privado Wealth
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Lariska Swart Administrative Assistant
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Christine Wadsworth Administrator
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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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