AlphaWealth
As your wealth grows, so do your investment requirements.
Because of this, many of our clients come to us seeking financial order, clarity, and control.
Our guiding principle is to demystify the complexity of wealth management. Our culture, processes and systems are geared around Keeping It. Simple.
How this is done:
- Bespoke solutions tailored to the individual client.
- Constant communication throughout the journey.
- Total transparency in why we believe the solution will add value to both your life and legacy.
That’s the AlphaWealth promise.
Think of your Alpha Wealth Manager as your own private CFO focused on identifying risks and realising opportunities in a broad range of products and jurisdictions.
A full service offering including estate planning, wills drafting, professional executorship, administration of deceased estates, setting up trusts, trust administration with tax advisory, and compliance.
Alpha Private Capital
Alpha Private Capital has the scale to ensure clients benefit from our unique global accessibility, yet is boutique enough to deliver personalised solutions.
Our highly experienced team focuses on creating bespoke, flexible and appropriately structured solutions which are tailored to the individual rather than selling a one-size-fits-all product.
Uncorrelated, off-market and unique alternative investment opportunities found across global private markets.
- Private Equity
- Venture Capital
- Private Debt
- Direct Property
- Hedge Funds
- Cryptocurrencies
- Commodities
Providing an agile and specialised approach to the management of your private investment company, delivered by our in-house specialists.
- Strategic Advisory Services
- Board Representation
- Management of Tax, Accounting and Audit services
- Oversight of Tactical Business Pivots
Corporate finance and advisory services designed around our client’s individual requirements.
- B-BBEE Solutions
- Balance Sheet Restructuring
- Capital Raising
- Valuations and Due Diligence
- Transaction Advisory Services
AlphaWealth consistently monitors global market developments, to ensure your investment portfolio is well-managed, agile and aligned to the latest events.
- Segregated Portfolio Management
- Thematic Investing
- Stock Picks
- Research Reports
- Global Trends and Macro Updates
Alpha Benefits
Employee benefit programs made simple.
AlphaWealth Benefits subscribes to an ethos of complete alignment with the needs and objectives our clients in order to design solutions that are effective and simple.
Think of us as your partners, guiding you through the process of understanding and procuring cost-effective and comprehensive solutions that are best suited to the needs of your company’s employees.
Tailored benefit structures for employees, that are relevant, competitive and aligned to the company’s organisational strategic objectives.
Guiding employers and employees through the process of retirement fund selection and retirement planning, with the end goal of achieving the desired retirement outcomes.
Counselling employers on the appropriateness of their Group Risk policies by assessing benefit types, the level of coverage and various pricing structures.
Education-based solution designed to help our clients navigate the complex world of healthcare financing, including Medical Aid and Medical Insurance options.
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.