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.
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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
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.

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
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?

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