Our Fund Managers are well qualified in their line of portfolios and act as guides for our private clients our Edmund Hillary’s and we are their “ Sherpa Norgay” the guide to the top.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 with our clients.
Everest Wealth is a Discretionary Fund Management Firm established in 2002. Our objective is to provide quality investment management, focusing on three main objectives: diversification, above average returns and strong corporate governance. True wealth is built over time and at Everest Wealth we understand that every client invests with a specific objective in mind, therefore we offer truly diversified solutions focusing on delivering on those unique objectives. Everest Wealth has a proven track record to deliver stable above average returns over the medium to long term, finding unique listed and alternative investment vehicles such as Private Equity and 12J structures at the core of our investment philosophy. Building long standing trustworthy relationships is at the heart of all we do, ensuring fair and honest dealings supported by strong corporate governance.
Our corporate partners take into consideration our clients’ needs and goals that have an expectation of risk versus return, ensuring appropriate choice of the most suitable Everest solution, to meet an outcome for our clients.
Everest Wealth Portfolio Management is defined as the art and science of making decisions about the investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Its about time in the market, not timing the market – this is critical to wealth creation and preservation.
Mergers is the combination of two companies to form one, while Acquisitions is one company taken over by the other. M&A is one of the major aspects of corporate finance world that Everest Wealth specialises in.
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 Franchise Tech Solution