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Live in the Sun, Invest in the Shade
At Privado Wealth, we help you enjoy today while securing your financial future. Our expert team crafts tailored strategies to protect and grow your wealth, ensuring long-term prosperity and peace of mind.
Our Expertise
Welcome to Privado Wealth
We specialise in creating a harmonious balance between living in the moment and securing your financial future. Our team of seasoned experts crafts tailored, innovative strategies designed to help you enjoy the rewards of your success today while ensuring your wealth is protected and grows for tomorrow.
We are committed to transforming your aspirations into long-term prosperity, giving you the peace of mind to live freely now, knowing your legacy is in the hands of industry leaders.
Private Wealth Management
Privado Wealth offers expert investment, retirement, estate, tax, and insurance planning, ensuring financial security and growth. Our employee benefits solutions enhance retention, while holistic financial planning aligns wealth with life goals. With tailored strategies, we help you protect assets, minimize risks, and secure a prosperous future.
Investment Management
Investment management includes Unit Trust Funds, Private Share Portfolios, Hedge Funds, Money Markets, Alternative Investments, Offshore Investing, and Discretionary Fund Management. These strategies focus on growing and protecting wealth through diversification, expert management, and strategic financial solutions.
Banking, Stockbroking, Forex
Investec, Currency Partners, Swiss Quote, Momentum, Discovery, Capitec, and Analytics represent key players in finance, investment, and banking. These institutions provide diverse financial services, from wealth management and analytics to banking solutions, ensuring strategic financial growth and security.
Fiduciary Services
Fiduciary services encompass estate planning, trusts, and wealth management, provided by leading firms such as Stonehage Fleming, Capital Legacy, Sanlam Private Wealth, LC Abelheim, Hatstone, Accuro, Fidelis Vox, Momentum Trust, and Sanlam Trust, ensuring asset protection and financial security.
Privado Wealth, your Trusted Partner
Privado Wealth is a leading independent private wealth and investment management firm, dedicated to high-net-worth individuals, families, and businesses. We provide unbiased, tailored financial solutions, from investment management to intergenerational wealth planning and global tax structuring.
Our highly qualified team, including CFA® and CFP® professionals, upholds the highest standards of excellence, offering clients a seamless, personalized experience. With a presence across South Africa and international reach, we provide access to expert financial guidance in person, at our offices, or via video call.
Backed by Graviton and Sanlam Investments, we combine institutional strength with independent, client-focused advice—helping you protect, grow, and transfer your wealth with clarity and confidence.
“Our name means “a private friend and confidant” in many languages. Our new brand identity, represents the families we look after.”
Costa Drepaniotis
Privado Wealth, Managing Director
Our Services
How we partner with you
At Privado Wealth, we offer a full suite of private wealth solutions designed to optimize and grow your assets. Our services include strategic wealth management, investment planning and management, which provide access to unit trust funds, private share portfolios, hedge funds, money markets, and alternative investments. We also specialize in retirement and estate planning, ensuring financial security for you and future generations, as well as tax and insurance planning to maximize wealth through efficient tax strategies and comprehensive risk coverage. Our employee benefits solutions are customized to attract and retain top talent, and we offer offshore investing and discretionary fund management to expand your financial horizons globally. At Privado Wealth, we don’t just manage your wealth—we build legacies. Let’s create your financial future together.
