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.
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 :
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
Administration of deceased estates
Review estate plans
General fiduciary support
Our aim is to find the most beneficial and structured instruments on your behalf. We then constantly monitor and manage these instruments to ensure that they continue to meet your needs. We offer the following services under Insure :
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)