• IR@wealthvest.co.za
  • CT +27 21 009 3786 | DBN +27 31 005 0444
Client Portal

E: ir@wealthvest.co.za | CT: +27 21 009 3786 | DBN: +27 31 005 0444

Client Portal

INVESTING FOR YOU

Wealthvest Investment Management is a team of highly qualified, driven individuals focused on superior risk-adjusted returns. All staff have personal investments in the funds, ensuring our interests are closely aligned with yours.
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About Us

Wealth & Investment Management Specialists

The team leverages on-the-ground research and deep local market expertise to identify investment prospects. We are confident that our capabilities in stock picking, alongside rigorous portfolio construction and risk management, will yield superior returns in the long run.

Our Services & Funds

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South African Based Equity Funds

Maximise your returns by investing in the top high-growth companies listed on the JSE.

Global Investment Equity Funds

Diversify your wealth and reduce risk by capturing growth from markets outside South Africa.

Shariah Funds

Islamic funds managed in accordance with Shariah-compliant guidelines and universally accepted ethical principles.

Private Client Segregated Funds

Tailor-made portfolio management for individuals, trusts, or businesses seeking a differentiated approach based on specific goals.

Special Opportunities

Investment opportunities through public or private markets, encompassing the use of leverage for those with a higher risk appetite.

Wealth Management

Going beyond financial advice to help you achieve peace of mind. A personal and unique experience with local or global solutions.

Family Office Services

A comprehensive suite of personalized financial and administrative services designed to manage and preserve the wealth of high-net-worth families.

ESG through Responsible Investing

Responsible investing is part of our overall decision-making process. We believe one cannot separate Environmental, Social, and Governance (ESG) risks from good business.
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