Porfolio Investment &
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.
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Why Everest Wealth?
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.
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.
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.
Success built in a journey well spent.
Our actively involved management team consists of highly skilled members with decades of combined investment and advisory experience.
Acquiring strategic relationships with key influencers in the financial industry assists towards preservation of strength of business and quality of value offering.
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.