Everest Wealth, established in 2002, focused to offer sound investment management, promoting stable returns over the medium to long term.

Contact

+27 87 654 8705

3rd Floor, Building C, Westend Office Park, 250 Hall Street, Centurion, Pretoria, 0046.

info@everestwealth.co.za

about portfolio

Porfolio Investment &

Wealth Manager

Everest Wealth is a private investment and wealth management company, established in 2002, which specialises in building, maintaining and protecting the wealth of trusts, companies and individuals under our care. Our main focus is to offer sound investment management, promoting stable returns over the medium to long term.

Everest Wealth Portfolio

Complete portfolio range
& key information documents

Strategic Income
Portfolio

A solution for clients requiring consistent income over 12 month periods, but no access to capital over a 5 year term.


Strategic Growth
Portfolio

A solution for clients requiring a high and consistent return yield, but no access to returns or capital over a 5 year term.


Strategic Global
Property Portfolio

A solution for clients requiring a high and consistent annual return yield, but no access to capital over a 5 year term as well as capital valued in ZAR, but returns linked to GBP. 

Strategic USD
Income Portfolio

A solution for clients requiring consistent income over 12 month periods, but no access to capital over a 5 year term as well as capital valued in ZAR, but returns linked to USD.