About Private Wealth
About Private Wealth
We assist South African businesses and individuals to unlock their full potential whilst growing with them every step of the way.
About Private Wealth
We assist South African businesses and individuals to unlock their full potential whilst growing with them every step of the way.
About Us
Core Principles
Our wealth management strategy relies on six key business principles, all important in nurturing a mutually-beneficial long-term relationship. We consider the following key values to be the foundations of our business:
1 - A two-way partnership with our clients
To improve the fortunes of our clients
2 - Personal interaction
We need to understand your core requirements, values and expectations, as well as your concerns and fears. A successful portfolio management strategy requires that we truly understand these aspects, which requires both time and meaningful personal interaction
3 - As simple as possible, as complex as necessary
Wealth management involves co-ordinating and structuring varied and diverse components within a long-term strategy. We emphasise simplicity, but have the experience to ensure that all the complexities are taken care of
4 - Cost-containment
Our sizeable asset base and a focus on simplicity provide us with the ability to negotiate the best possible fee rates on behalf of our clients
5 - Long-term relationships
We value and insist upon long-term relationships with both our clients and our service providers
6 - Independence
Access to all local asset classes with specialised representation.
Private wealth
6 Step Financial Planning Process
As CERTIFIED FINANCIAL PLANNER® Practitioners, we adhere to the internationally recognized 6 Step Financial Planning Process. We will go into detail on each of these steps when we meet with you.
1
Client Engagement
2
Gathering Information
3
Analysis and Assessment
4
Solutions and Recommendations
5
Implementation
and Execution
6
Review
Process
Private wealth
The Sterling Group
The Sterling Private Wealth Group compromises a number of inter-related entities.
The company Sterling Private Wealth (Pty) Ltd includes a diverse founder, shareholder and director base. This may be viewed as the anchor entity within the group. Sterling Private Clients (Pty) Ltd is an Associate Company in the Group with a more focused shareholding that shares strategy, intellectual capital, infrastructure and brand with the other entities. Both these two companies are shareholders in Sterling Private Client Asset Management (Pty) Ltd, a Category II Discretionary Licensed FSP, that is used to more efficiency implement client strategies and portfolios. This is the entity that glues the group together, and provides commonality of purpose and objective.
About Us
Legal and Compliance
Here are some of our relevant compliance documents – if you are looking for something more specific and you cannot find it please email info@sterlingwealth.co.za
STERLING PRIVATE CLIENTS
STERLING PRIVATE WEALTH
STERLING PRIVATE CLIENT ASSET MANAGERS
Our compliance Officer is Mr JB Joannides (CO3485).
Contact No: (011) 234 4921/91
Email : justin@cruxconsulting.co.za
Private Wealth Management
Contact us to learn how Sterling Private Wealth can support you with tailored investment strategies, offshore structuring, and long-term wealth planning to help secure your financial future.
