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

INVESTING FOR YOU

Wealthvest Investment Management is a team of highly qualified, driven, and passionate individuals who have an absolute focus on achieving superior risk adjusted returns for our clients. We are owner-managed and a family focused firm with multi-generational thinking. All staff have personal investments in the funds which ensures that our interests are closely aligned with those of our clients.
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Local and Global
Equity Funds

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Shariah
Funds

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Private Client
Segregated Funds

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Special
Opportunities

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Wealth
Management

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Family Office
Services

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WEALTH & Investment
MANAGEMENT SPECIALISTS

The team at Wealthvest Investment Management 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 methodologies, will yield superior risk-adjusted returns in the long run.

South African Based Equity Funds

The SA Equity Fund is suitable for investors seeking exposure to the South African listed equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a 

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Global Investment Equity Funds

The Global Equity Fund is suitable for investors seeking exposure to the global listed equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a 

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Shariah Funds

We offer Islamic (Shariah) funds that are managed in accordance with Shariah-compliant investment guidelines. The guidelines conform to universally accepted ethical and socially responsible principles. 

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Private Client Segregated Funds

We offer tailor-made portfolio management for individuals, trusts or businesses that seek to have a differentiated approach based on specific goals and targets. These

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Special Opportunities

Special Investment opportunities are presented through public or private markets. These opportunities may encompass the use of leverage. Investors with an appetite for these investments 

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Wealth Management

Our wealth management services go beyond financial advice to get to know you and to help you achieve peace of mind. This is often a personal and unique experience with a range of solutions, locally or globally,

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Family Office Services

Our family office services include a comprehensive suite of personalized financial and administrative services designed to manage and preserve the wealth of high-net-worth families. 

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ESG through Responsible Investing

At Wealthvest Investment Management, responsible investing is part of our overall investment decision making process. One cannot separate Environmental, Social, Governance (“ESG”) risks into

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Every investment journey starts with a conversation.
Let’s have one.

Let's talk

Find us

151 Campground Road
Newlands
Cape Town
7725

Get in Touch

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

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Wealthvest Investment Management (Pty) Ltd is an Authorised FSP: 54102, Co. Registration No. 2024/024971/07, offers this website as a resource for general informational purposes only. It is not intended as a substitute for professional advice. Before making any decision based on the content found here, please consult with a qualified expert. We do not accept liability for errors, omissions, or any losses that may arise from the use of information on this site. Information may be updated, modified, or deleted at any time without prior notice. For detailed information on our data handling practices under POPIA, PAIA, and our Complaints Policy, please contact ir@wealthvest.co.za.