Wealth and Investment
We strive to give shape to your passions and purpose to your wealth for generations to come by developing a deep and intelligent relationship with you. We do this by finding out what matters to you the most – and by understanding the dreams, goals and ambitions that you have for yourself, your family, and your businesses.
Live your desired lifestyle, safe in the knowledge that the generational needs of your families are taken care of, by partnering with us to create a financial plan for you.
WHY YOU SHOULD GROW YOUR WEALTH WITH US
Africa’s leading wealth manager
Bank with an established award-winning institution that has been a leader on the African continent for over 160 years
Exclusive advisory services
Use our extensive advisory services and family wealth expertise to help grow your fortune and educate the next generation for success
Local and global presence
Take advantage of our global footprint to diversify your holdings through a single point of access to the world’s leading financial centres
Personalised relationship management
Partner with us – a single, credible provider for your holistic personal, corporate banking and wealth management solutions
Our Wealth Management Strategy
Protecting the wealth of our clients
Our Wealth Management Philosophy centres on managing, growing and protecting the generational wealth of our clients and their families. Our goals-driven investment approach allows you to take a long-term view of your investments, whilst simultaneously meeting your short-term lifestyle needs. As your financial partner, our aim is to accompany you through each stage of your life, giving purpose to your wealth and ensuring you can leave a lasting legacy.
WHAT WEALTH SERVICES ARE YOU LOOKING FOR?
Banking Solutions
Banking shouldn’t take up your valuable time. That is why we’ve developed a range of personalised banking solutions.
Structured Lending
Flexible, convenient and personalised lending services to confidently pursue your financial goals. Our team works together with you to develop customised lending structures to grow your wealth.
Fiduciary Advisory Services
It’s never too early to begin planning how to protect your estate and pass along your wealth.
Family Office
We’ll help you grow, manage and preserve your family’s wealth and legacy.
Investment Solutions
We recognise that you’ve worked hard to build your fortune, now it’s time for your money to work harder for you.
Risk Solutions
With WealthInsure™, you can enjoy peace of mind and know that the things that matter most to you are adequately insured.
Wealth International
Our comprehensive international banking services support your global lifestyle and multi-jurisdictional wealth.
Shari’ah Banking
Build and preserve your wealth with a banking and investment solution that is Shari'ah-compliant.
Leadership Academies
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.
Digital and Voice Service Banking
Save time and enhance your service experience with digital and voice service capabilities that have been designed to assist you with your daily banking queries by providing access to 24/7 banking support.
Latest awards