Everest Wealth

About Us

We started from humble beginnings

Everest Wealth is a Discretionary Fund Management Firm established in 2002. Our objective is to offer quality investment management through unique and specialised investment solutions, ensuring stable returns over the medium to long-term for our clients. True wealth is built over time and at Everest Wealth we have a proven track record of delivering above average returns, whilst also building long-standing, trustworthy relationships. Finding unique alternatives such as Private Equity and l2J structures is at the core of our investment methodology. We do not just strive for higher than average market returns, but also pride ourselves as a firm with strong corporate governance that ensures fair and honest dealings with our clients. 

We started from a humble beginning

Everest Wealth is a Discretionary Fund Management Firm established in 2002. Our objective is to offer quality investment management through unique and specialised investment solutions, ensuring stable returns over the medium to long-term for our clients. True wealth is built over time and at Everest Wealth we have a proven track record of delivering above average returns, whilst also building long-standing, trustworthy relationships. Finding unique alternatives such as Private Equity and l2J structures is at the core of our investment methodology. We do not just strive for higher than average market returns, but also pride ourselves as a firm with strong corporate governance that ensures fair and honest dealings with our clients. 

Our purpose is to deliver excellence in service and execution

Analytical Ability
Out-of-the-Box Thinking
Client Communication
Ability to Reason
Interest in Financial Markets

Our Philosophy

01

VALUE

Offering our stakeholders tangible value, whether it  be financially, personally, or in terms of growth opportunities. 

02

SECURITY

Providing security by assuring that our company is stable, credible, ethical, and sustainable, both to employees and investors. 

03

EXPERTISE

Applying our expertise in all areas of our business operations, from sourcing and managing solutions to selecting and inviting investors to be part of our success story. 

Our mission

Our corporate mission can be summarised in one-word; growth. We are growing in company size and skills and offer an array of diversified portfolio solutions. 

Our vision

Challenging the trust in traditional investment opportunities by offering above average returns through tangible, stable and credible investment alternatives.

Our Team

Jarryd Gillmer

Jarryd Gillmer

Chief Executive Officer
Thys Van Zyl

Thys Van Zyl

Chief Product Officer
Riaan Grobler

Riaan Grobler

PRODUCT SPECIALIST
Daniëlle Gouws

Daniëlle Gouws

Marketing Coordinator
Learn more about Everest and the value we can offer.

Growth. Innovation. Trust

We started from humble beginnings

Everest Wealth is a Discretionary Fund Management Firm established in 2002. Our objective is to offer quality investment management through unique and specialised investment solutions, ensuring stable returns over the medium to long-term for our clients. True wealth is built over time and at Everest Wealth we have a proven track record of delivering above average returns, whilst also building long-standing, trustworthy relationships. Finding unique alternatives such as Private Equity and l2J structures is at the core of our investment methodology. We do not just strive for higher than average market returns, but also pride ourselves as a firm with strong corporate governance that ensures fair and honest dealings with our clients. 

2002
2006
2008
2011
2016
2017
2018
2019
2020
2010
2002
Established
2006
Focus on Medical Aid & Short Term Insurance
2008
Built up client base of over 1 000 medical aid and short term insurance clients
Developed an investment offering towards private clients looking for unique, specialised and high growth exposure to derivative investment
Focus on 'Alternative Investments'. Managed Private Equity Investment Portfolio's established
Partnered with leading Financial Advisory businesses such: FJI & AFS
Managed Section 12J Investment Portfolio Established
Partnership with leading, independent, Mergers & Acquisitions Firm, Privati Capital
First approved Section 12J Investment Provider by Momentum Consult
2019
Approved third party Investment Manager by Momentum Securities
Approved third party investment manager by SFP, a subsidiary of Sanlam
2020
Launched new Managed Private Equity Portfolios: Strategic Asia Pacfic Growth Portfolio & Global Property Portfolio
R1 Bil + in combined Assets Under Management
2010
New Traditional Managed Portfolio's launched
Everest trading platform and LISP collaboration launched