Everest Wealth, established in 2002, focused to offer sound investment management, promoting stable returns over the medium to long term.

Contact

+27 87 654 8705

3rd Floor, Building C, Westend Office Park, 250 Hall Street, Centurion, Pretoria, 0046.

info@everestwealth.co.za

Success Built In A Journey Well Spent Focus is to protect, sustain and grow long-term wealth as well as create a legacy – being able to offer our clients not only financial advice, but unique financial product solutions to suit their advice objectives. Explore More Get in touch Everest Wealth South African Wealth Manager Find Your Path to a Brighter Financial Future
True wealth is built over time and at Everest we have a proven track record of delivering on our objectives to clients.
Explore More Get in touch
Get an Advisor’s Opinion Before Taking that Leap
Nurturing a continued financial plan, matched with unique Everest solutions.
Explore More Get in touch
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.

Years in
operation
%
Highest 12 month
Rolling Return
%
Lowest 12 month
Rolling Return
%
Solutions outperformed
their Benchmarks
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

our solutions

Our approach to your wealth

Everest defines a crucial part of wealth management as the art and science of making decisions about the investment mix, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance as well as full financial planning and protection against external forces that could distort your wealth journey. It’s about time in the market, not timing the market – this is critical to wealth creation and preservation.

  • Wealth Creation
  • Wealth Protection
  • Wealth Conversion
  • Legacy
Wealth Creation
Wealth Creation

Wealth Creation

Quality investment management through unique, specialised, exclusive and alternative investment solutions, promoting stable returns for Clients, over the medium to long-term. Focusing on voluntary, pre and post retirement value generation.

Wealth Protection
Wealth Protection

Wealth Protection

True wealth is built over time and at Everest, although we have a proven track record of delivering above average returns for Clients, we further promote holistic financial advice, aimed towards ensuring that our Client’s wealth is further protected, by means of a specialised house-view of long and short term insurance, medical aid & other financial service solutions.
Wealth Conversion
Wealth Conversion

Wealth Conversion

Everest aims to manage its investment solutions, with an emphasis on generating high dividends and / or interest coupled with a steady capital growth or high capital preservation. This makes our solutions better equipped towards a streamlined transition for Clients into an income requiring phase of their lives, without exposing Client value to far greater volatility and / or risks, but simultaneously creating higher expectations of level of income generation.
Legacy
Legacy

Legacy 

Finding unique alternatives such as Private Equity and l2J structures at the core of our investment solutions, means understanding that financial advice should be aimed, not only at investment and insurance, but in the fields of tax, estate and fiduciary planning, to ensure as much value is retained by our Clients, whilst both living and in death.
  • Wealth Creation
  • Wealth Protection
  • Wealth Conversion
  • Legacy
Wealth Creation

Quality investment management through unique, specialised, exclusive and alternative investment solutions, promoting stable returns for Clients, over the medium to long-term. Focusing on voluntary, pre and post retirement value generation.

Wealth Protection
True wealth is built over time and at Everest, although we have a proven track record of delivering above average returns for Clients, we further promote holistic financial advice, aimed towards ensuring that our Client’s wealth is further protected, by means of a specialised house-view of long and short term insurance, medical aid & other financial service solutions.
Wealth Conversion
Everest aims to manage its investment solutions, with an emphasis on generating high dividends and / or interest coupled with a steady capital growth or high capital preservation. This makes our solutions better equipped towards a streamlined transition for Clients into an income requiring phase of their lives, without exposing Client value to far greater volatility and / or risks, but simultaneously creating higher expectations of level of income generation.
Legacy
Finding unique alternatives such as Private Equity and l2J structures at the core of our investment solutions, means understanding that financial advice should be aimed, not only at investment and insurance, but in the fields of tax, estate and fiduciary planning, to ensure as much value is retained by our Clients, whilst both living and in death.
01

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
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
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.

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