top of page
city buliding
Textured Background

Private Clients

Textured Background

Premium Solution For Premium Clients

 We form deep collaborations with our Private Clients in order to offer holistic, bespoke solutions curated by a single point of contact. Streamlined. Refined. Integrated. Refreshingly straightforward. Everything you require and nothing you do not require. Our goal, as custodian and guide, is to ensure that each facet of your portfolio improves on the previous one. Flexible enough to adapt as your life evolves, but thoughtful enough to preserve generational continuity. It's effective and completely client-centered. More than just investments, fiduciary services, and treasury services. It is the apex of wealth management.  

Office building
Textured background

Investment Management

At Private Clients, we specialise in bespoke investment management for high net worth individuals, families, trusts and companies. Our Private Client Portfolio Managers craft tailored share portfolios, investing directly into high quality companies, both locally and globally.

We run a number of model portfolios across the full spectrum of asset classes, which provide points of reference to implement our clients’ investment strategies.

Our investment services include :

City from a  bird's eye view
Textured background


Our Fiduciary Specialists will help you ensure that your family’s wealth is preserved for generations to come using a range of specialised services:

Wills & Estates

  • Drafting

  • Executorship

  • Administration of deceased estates  


  • Review estate plans

  • General fiduciary support

City builidng office

Partnered with

Liberty Iogo

Liberty Group Ltd is an Authorised Financial Services Provider in terms of the FAIS Act (Licence No. 2409)Envestpro (Pty) Ltd (reg. no. 98/020978/07) is affiliated to the Liberty Group Limited.

                                                                                                  Affiliate of Liberty.   

The information contained in this document does not constitute advice by ENVESTPRO. Any legal, technical or product information contained in this document is subject to change from time to time. If there are any discrepancies between this document and the contractual terms or, where applicable, any fund rules, the latter will prevail. Past performance cannot be relied on as an indication of future performance. Investment performance will depend on the growth in the underlying assets, which will be influenced by inflation levels in the economy and prevailing market conditions. Any recommendations made must take into consideration your client’s specific needs and unique circumstances.

Liberty is an Authorised Financial Services Provider in terms of the FAIS Act (License No. 2409)

Office block
Business man on chair

Contact Us

Get in touch by filling out the form. We’ll respond as soon we can.

Thanks for submitting!

bottom of page