Success Built In A Journey Well Spent

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.

About Us

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.

The Hillary Step

Reaching your ‘Everest’. Every journey has a moment where we reach a successful end, but it shouldn’t mean the end of our guidance – there is still a descent back down the peak. During this moment, when your investments mature, we remain committed to preserving your capital, something we call: “A journey well spent”.

The Climb

Climbing towards your ‘Everest’. Every journey needs guidance and we strive to provide long standing, trustworthy and personal relationships with our clients, like any good Sherpa, we need to make the climb together with our clients.

Base Camp

What’s your ‘Everest’? As part of your journey with Everest Wealth, we help you,with the assistance of our corporate partners, with preparing for your financial journey. Preparing for a journey, with the end goal of understanding your needs and unique risk factors to equip you with the best solution to reach your financial ‘Everest’.

Our Services

Financial Planning

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.

Financial Planning

  • Short term 12 -24 Months
  • Medium Term 24-60 Months
  • Long term +60 Months
  • Portfolio Management

  • Local/International Currency
  • Local/International Listed Shares
  • Local/International Private Equity
  • 12J Tax Deduction Solutions
  • Local/International Property Investments
  • Portfolio Management

    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.

     

    Tax & Auditing Services

    Tax and Auditing Services

  • Local/International Tax Services
  • Local/International Business and Legal Services
  • Local Tax deduction 12J Investment Products
  • International Business Registrations
  • Mergers & Acquisitions

  • SADC Countries
  • Euro Countries
  • South Pacific Countries
  • Mergers & Acquisition (M&A)

    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.

    The best investment ideas are here.

    This is the way to higher Investment Altitude.

    Everest Benefits

    Corporate Governance

    Everest Wealth Corporate Governance allows good quality, ethical decision-making that builds a sustainable business and enables them to create long-term value more effectively.
  • Corporate Legal Advisors : ENS Africa
  • HR & Accounting : BDO South Africa
  • Financial Services Board: FSCA Cat I & II and IIA
  • Securities Platform: Momentum Securities
  • History & Security

    Our fund and asset managers have more than 150 years of combined experience, and we have a national independent advisory footprint of more than 50 advisors that can offer our solutions.
  • Registered in 2002 with more than 18 years track record within the Fund Management space.
  • Senior and junior fund managers that insure longevity of experience.
  • Independent advisory services friendly.
  • Direct Relationships

    Everest Wealth believes direct relationships can be defined as a radius of a circle and its area is directly related. If the radius increases, the area will get bigger. If the radius decreases, the area will get smaller. We always believe in BIGGER is BETTER.
  • We thrive on personal touch and relationships.
  • Personal portfolios.
  • We negotiate our fees and believe we must perform first.
  • Returns are our first priority after our relationships.
  • “Only buy something that you'd be perfectly happy to hold if the market shuts down for ten years.”

    Listed Equity vs Private Equity

    Listed Equity

    Definition Listed Equity

    Securities traded on the listed stock exchange. These securities can be seen as high risk at times due to market volatility plays a direct and immediate role in profits and losses.

    Why Should I Invest

    The main reason from an equity investment is the possibility to increase the value of the principal amount invested. This comes in the form of capital gains and dividends. Investors may also be able to increase investment value through rights share selections and diversification spread.

    Who Can Invest

    Anyone who would like to invest in a listed company can do so by buying equities. Equities are regarded as one of the pillars of a well-diversified investment portfolio.

    Private Equity

    Definition Private Equity

    Private Equity is an alternative investment class, put simply, that takes the form of capital or shares of ownership that are not publicly traded or listed (unlike stocks, for example). This has the benefit of not being impacted directly by any economic, political or open market volatility.

    Why Should I Invest

    The fundamental reason for investing in a Private Equity Solution (“PE”) is to improve the risk and reward characteristics of an investment portfolio. Investing in PE offers the investor the opportunity to generate higher absolute returns whilst improving portfolio diversification.

    Who Can Invest

    A PE Solution is typically open only to accredited investors and qualified clients. Accredited investors and qualified clients include institutional investors, such as insurance companies, endowments and pension funds, and high income and net worth individuals. It is our objective to change this dynamic and offer a diversified PE solution to the retail investor.

    What Is Section 12J

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    Pretoria Office

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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 Franchise Tech Solution