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We seek to create value for our clients through wealth generation and preservation

A trusted relationship with you and your family

Exacting, bespoke innovative solutions

Providing clients with best of breed investment solutions

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UPDATED
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05 Dec


Wealth and Investment

At Wealth and Investment, our focus is on finding out what matters most to our clients, by understanding the dreams, goals and ambitions they have for themselves and their families.  Together we will craft a financial plan that ensures that they are living their desired lifestyle and that the generational needs of their families are taken care of.

 

Our Global Footprint

We are an international business with offices located throughout South Africa and in Nairobi, Mombasa, Lagos, Abuja and London with booking centres in Jersey and Mauritius. We provide clients with a truly international experience and one seamless solution for all their on- and offshore financial planning needs.

Our Leadership Academies

The Wealth and Investment Leadership Academies were established to empower and educate the families of our clients on the principles of investing, banking and lending, financial planning, leadership and philanthropy. Four different Academy modules have been created, each catering for a different age group. 

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