WHAT WE OFFER

CLARITY AND CONVICTION

Wealthpoint Capital provides a range of investment solutions and advisory services for private clients, advisors, families, corporates, and foundations.

wHY US

BESPOKE
MANAGEMENT

From bespoke portfolio management to strategic advice across public and private markets. We help clients preserve wealth, generate income, and build long-term financial resilience. Our services are tailored to the evolving needs of individuals, families, and institutions.

HOW WE OPERATE
HOW WE OPERATE

INVESTMENT CAPABILITIES

We provide a range of investment solutions, from global equity portfolios and local funds to structured products and private equity. Our independent approach combines long-term investment thinking with clear oversight for complex family structures.

GLOBAL EQUITY

A focused global equity portfolio combining ETFs and direct equities, designed to deliver long-term capital growth.

SA UNIT TRUSTS

Cost-effective South African funds offering balanced and flexible strategies for long-term growth.

ALTERNATIVE INVESTMENT

Includes Capital Protected Notes and Autocalls, providing tailored solutions designed to balance growth objectives, risk considerations and specific financial goals.

MARKET ADVISORY

Independent advice with access to carefully vetted private equity and alternative investment opportunities.

INVESTMENT OFFICE

Long-term investment support for families with trusts and complex structures, providing oversight, coordination, and continuity.

hOW WE MANAGE MONEY
hOW WE MANAGE MONEY
hOW WE MANAGE MONEY

FUND PERFORMANCE & INSIGHTS

FUND PERFORMANCE & INSIGHTS

View a range of diversified, actively managed portfolios designed to balance risk and support long-term growth across local and global markets via the buttons below.

GET IN TOUCH

A DISCIPLINED APPROACH TO LONG-TERM INVESTING'

Discuss your investment objectives with our team.

GET IN TOUCH

A DISCIPLINED APPROACH TO LONG-TERM INVESTING'

Discuss your investment objectives with our team.

GET IN TOUCH

A DISCIPLINED APPROACH TO LONG-TERM INVESTING'

Discuss your investment objectives with our team.

Company Reg No: 2015/155864/07

Authorised Financial Services Provider FSP 49430

©Wealthpoint Capital (Pty) Ltd 2020

Disclaimer

Company Reg No: 2015/155864/07

Authorised Financial Services Provider FSP 49430

©Wealthpoint Capital (Pty) Ltd 2020

Disclaimer