Citadel is a specialist wealth management company with a commitment to personal and professional investment advice. We provide a holistic set of services including: - Financial planning: Citadel’s highly experienced wealth managers and financial experts offer both personal as well as business advice. Clients also have access to our bespoke range of local and offshore investment solutions, as well as private client securities and treasury services. - Fiduciary services: Our fiduciary specialists are able to assist with your estate planning, devising a strategy that includes your will and any trusts. We can also assist you with diversifying your portfolio offshore, and implementing an international retirement plan. - Risk cover: Our expert financial risk management team offer guidance on life, disability and dread disease cover as part of your integrated financial roadmap. We do the same for corporate clients, assisting them with best-of-breed employee benefit solutions. - Philanthropy: Citadel offers advice and services to individuals who are looking for strategic guidance and planning in the giving of their wealth. For more information, visit our website: https://bit.ly/34dU7rX Citadel Investment Services Proprietary Limited is licensed as a financial services provider in terms of the Financial Advisory and Intermediary Services Act, 2002.
View Top Employees from Citadel Investment ServicesWebsite | http://www.citadel.co.za |
Revenue | $73.5 million |
Employees | 386 (335 on RocketReach) |
Founded | 1993 |
Address | 14 Hilden Road (off Daventry Road), Kaaimans Building, Lynnwood Bridge Office Park, Lynnwood Manor, Pretoria, Gauteng 0081, ZA |
Phone | +27 31 815 8800 |
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Industry | Financial Services, Finance General, Retirement planning, Finance, Investment management, Asset management, Risk management, Tax advice, Structuring of offshore investments, Fiduciary, Estate planning, Philanthropy |
Keywords | Wealth Management Solutions, Holistic Financial Advice, Estate Planning, Diversified Investment, Comprehensive Risk Management, Employee Benefit Administration, Tailored Financial Advice, Bespoke Investment Solutions |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52392 Companies, NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Citadel Investment Services employee's phone or email?
The Citadel Investment Services annual revenue was $73.5 million in 2024.
George Herman is the Chief Investment Officer of Citadel Investment Services.
335 people are employed at Citadel Investment Services.
Citadel Investment Services is based in Pretoria, Gauteng.
The NAICS codes for Citadel Investment Services are [52392, 523920, 52, 5239, 523].
The SIC codes for Citadel Investment Services are [62, 628].