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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Cape Town, Western Cape 7646, Za
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- privadowealth.com
- Keywords
- Private Wealth, Global Financial Planning, Investment Services, Private Banking & Forex, Tax & Estate Planning, Insurance.
- HQ
- Cape Town, Western Cape
Privado Wealth Questions
Privado Wealth's website is privadowealth.com
Privado Wealth's LinkedIn profile is https://za.linkedin.com/company/privado-wealth
Privado Wealth has
7 employees.
View email and phone details for 7
employees at Privado Wealth.
Privado Wealth's industry is
Investment Management
Privado Wealth's top competitors are
Graviton_sa,
Cordatus Capital (Pty) Ltd,
Fundconnect,
Portfolio Analytics (Pty) Ltd,
Searlco Ltd,
Oao Women,
Resolute Wealth Management South Africa,
Netto Invest (Pty) Ltd,
Fxone Financial Advisors,
Sinani Investment Management.
Privado Wealth's categories are Investment Management
Privado Wealth's founding year is 2020
