Privado Wealth is an independent financial advisor and investment manager, based in South Africa servicing high net worth families 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. Our investment management solutions include Unit trusts, private share portfolios, money markets, alternative investments, and we offer specialist structuring advice around estate and global tax planning for generational wealth planning. Privado Wealth is 100% privately owned and managed and fully independent. Remaining independent, we are members of the Graviton Network - a network of advisors to collaborate via in a strategic partnership alongside Sanlam Investments to provide us fund administration, succession support, research, business consulting, financial backing, compliance, insurance and license oversight for the safety of our business and clients. Feel free to get in touch for investment ideas and financial advice.
| Website | http://www.privadowealth.com |
| Employees | 8 (6 on RocketReach) |
| Founded | 2020 |
| Technologies |
JavaScript
,
HTML
,
PHP
+19 more
(view full list)
|
| Industry | Investment Management |
| Keywords | Wealth Management, Investment Management, Financial Planning, Tax Efficient Investing, Portfolio Management, Private Wealth, Family Office Services, Investment Advisory, Wealth Advisory, Estate Planning, Financial Advisory Services, Retirement Planning, Business Financial Planning, High Net Worth Individuals, Investment Strategies, Tax Planning, Wealth Preservation, Succession Planning, Financial Solutions, Asset Management |
| Competitors | Wealthfront, Betterment, Personal Capital, Aspiriant, Facet, Edward Jones, Fisher Investments, Vanguard, Merrill Edge, Wells Fargo Advisors +51 more (view full list) |
Looking for a particular Privado Wealth employee's phone or email?
6 people are employed at Privado Wealth.
Privado Wealth is based in Cape Town, Western Cape.