about us – Wealthvest

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

about us

Passion

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.

Investment Excellence

The Team at Wealthvest Investment Management strives for investment excellence at its core. This bodes into our thinking and DNA which the team obsesses over daily.

Integrity and Transparency

Our team recognizes that trust is at the core of what we do. This transpires into the due care we have for our clients and stakeholders by holding ourselves to the highest standards and ethics.

Social connection

Wealthvest Investment Management is deeply rooted in the communities we serve. By doing good, we can effect positive changes we wish to see around us.

Want to find out more?

Contact Us

151 Campground Road
Newlands
Cape Town
7725

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

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

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

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.

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

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

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,

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.

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

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

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

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.