As many of you are aware, Section 12J’s sunset clause became official on the 30th of June, which marked the end of this very generous tax incentive for investors. Though this means the end...
Investment Solutions
Unique, tangible, credible.
Advisory Services
Specialised advice.
Fiduciary Services
Leaving a legacy.
Investment Solutions
Unique, tangible, credible.
Advisory Services
Specialised advice.
Fiduciary Services
Leaving a legacy.
about company
Porfolio Investment &
Wealth Manager
Everest Wealth is a private investment and wealth management company, established in 2002, which specialises in building, maintaining and protecting the wealth of trusts, companies and individuals under our care. Our main focus is to offer sound investment management, promoting stable returns over the medium to long term.
Happy
Investors
%
Solutions outperformed
their Benchmarks
%
Direct Fees charged on
the Strategic Portfolio Range
%
Percentage of Investors
who withdraw early
Happy
Investors
%
Solutions outperformed
their Benchmarks
%
Direct Fees charged on
the Strategic Portfolio Range
%
Percentage of Investors
who withdraw early
main principles
Why Everest Wealth?
INVESTMENT TRACK RECORD
Everest Wealth has a proven track record of delivery of performance in the listed and unlisted equity markets, both locally and internationally.
MARKET KNOWLEDGE
The fund managers of Everest Wealth have in-depth private and listed equity experience and a strong understanding of Southern African and international markets.
KEY MARKET GOVERNANCE
Everest Wealth is an authorized financial service provider (FSCA FSP license 795) with Category I advisory, Category II investment management and Category II A hedge
fund licenses.
STRICT RISK MANAGEMENT
Everest Wealth endeavours
to achieve returns superior to the industry standard without assuming additional or unnecessary risk through its investments. Everest Wealth will not enter into potential high-return transactions if the risk is deemed to outweigh the potential returns of the transaction. Any investment
contains a degree of risk , but Everest Wealth endeavors to manage and limit risk, within reason, and in line with the mandate given by our investors.
InvestmentAdvisoryFiduciary
01
Investment
Investment
Solutions
A range of portfolio solutions offering a unique, tangible and credible investment alternative to traditional investments – where consistency of returns for our clients is more important than chasing high & volatile, traditional market outperformance.
02
Advisory
Advisory
Services
In a world that is ever-evolving, as specialists in the solutions the render advice on. Let us assist you in understanding the difference between specialised advice compared to broad (independent) product selection.
03
Fiduciary
Fiduciary
Services
Part of leaving a legacy, is to ensure personalised administration of clients’ trusts, wills and estates. Transform your unique fiduciary needs into a bespoke solution.
R
0
Minimum
Investment
Investment
%
Percentage of negative
returning months, across all solutions
%
Lowest 12 month
Rolling Return , across all solutions
%
Highest 12 month
Rolling Return , across all solutions
R
0
Minimum
Investment
%
Percentage of negative
returning months, across all solutions
%
Lowest 12 month
Rolling Return , across all solutions
%
Highest 12 month
Rolling Return , across all solutions
How we do it
Success built in a journey well spent.
Management
Our actively involved management team consists of highly skilled members with decades of combined investment and advisory experience.
Acquisition
Acquiring strategic relationships with key influencers in the financial industry assists towards preservation of strength of business and quality of value offering.
Employees
We appoint only qualified and passionate employees, with a focus on skills development to ensure that our personnel aren’t just dedicated to their positions, but also growing the business and growing themselves.
Need the specialised services of a Wealth Management Firm?
Resource Library
Read our latest news, insights & announcements
The COVID pandemic has left many of us thinking of what the future may hold. Today, we find ourselves in yet another wave proving to be even more devastating than those prior. We’ve seen...
The Section 12J deadline for investors to receive a tax benefit for enterprise development spending is fast approaching, as the sunset clause draws to a close on 30 June 2021. But the issue hampering...