Everest Wealth

Everest Wealth is a Discretionary Fund Management Firm established in 2002. 

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.

Success built in a journey well spent.

Everest Wealth aims to manage unique and alternative portfolio solutions for clients.

Understanding Your Needs

Everest Wealth 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.

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’.

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.
Flagship

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”.

Features & benefits

CreatIng wEALTH

sTRATEGIC SOLUTION

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pRESERVING wEALTH

cORE SOLUTION

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LEAVING LEGACY

sTRUCTURED SOLUTION

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Why Invest With Us?

DECADES OF EXPERIENCE

ALTERNATIVE INVESTMENTS

PROVEN TRACK RECORD

SUSTAINABLE PARTNERSHIPS

QUALIFIED TEAM