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This is a tailor-made solution targeting individuals with the objective of securing their financial future. The funds are managed through structured portfolio management, balancing investor’s unique needs with capital market expectations. The service offering targets investments in listed equities, bonds and money market investments.
What's in it for you?
- This is customised to individual’s unique needs as identified through the investor profiling process
- An open-ended contract with an option of full termination
- You can partially disinvest but a 24 hours’ notice required and no penalty charged
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Why choose Private Wealth Management
Frequency of reporting
You will receive quarterly reporting on the performance of the fund.
Pay low on fees
Management fee of 1.0% per annum of assets under management are applicable.
You decide
The contract for this product is open-ended.
Want to know more about Private Wealth Management?
We have answered a few questions you might have but if you have more queries and want to speak to someone, please use the Call Me Back button at the top of the page or call +265 891 002 010.
The return to be presented shall take into account all the applicable taxes i.e. only withholding tax and tax on realised capital gains and VAT on fees is taken into account.
The time weighted rate of return as approximated by Modified Dietz shall be presented.
Minimum investment amount of K10 million or contributions of at least K500 000/month.
Let's talk
Share your details and we'll get in touch as soon as possible.