Established
01
VALUE
Offering our stakeholders tangible value, whether it be financially, personally, or in terms of growth opportunities.
- Mon – Fri : 08.00 – 17.00
- +27 87 654 8705
- info@everestwealth.co.za
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
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
Chief Executive Officer
Thys Van Zyl
Chief Product Officer
Riaan Grobler
PRODUCT SPECIALIST
Daniëlle Gouws
Marketing Coordinator
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
2019
2020
2010
Focus on Medical Aid & Short Term Insurance
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
Approved third party Investment Manager by Momentum Securities
Approved third party investment manager by SFP, a subsidiary of Sanlam
Launched new Managed Private Equity Portfolios: Strategic Asia Pacfic Growth Portfolio & Global Property Portfolio
R1 Bil + in combined Assets Under Management
New Traditional Managed Portfolio's launched
Everest trading platform and LISP collaboration launched
Company
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Locations
Pretoria Office
176 Vinko Street, Sinoville Corner Centre, Suite 7, Sinoville, 0129
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Everest Wealth Management (Pty) Ltd (2002/004025/07) is a registered Financial Services Provider with the FSCA. Registered FSP: 795 CAT I & II & IIA © Copyright 2020 Everest Wealth Management. Designed and developed by Social Perfection
