Products | Wealth Management
Sterling Private Wealth is an independent niche wealth management company providing focused holistic wealth management advice and services to entrepreneurs, corporate executives and retirees. We do this by fostering strong relationships with our clients, keeping the idea of being human at heart.
As CERTIFIED FINANCIAL PLANNER® Practitioners, we nurture a mutually-beneficial long-term relationship with our clients by means of the below services:
- Holistic Wealth Management Process including:
- Local Investments across the full Spectrum of asset classes;
- Direct Offshore Investments and portfolio management;
- Personal and Business Risk management;
- Sustainable cash flow management;
- Local and Offshore Tax and Estate Planning
The Sterling Private Wealth Group compromises several inter-related entities. We have an 18-year history of excellence and pioneering in our field. The team is very highly regarded by industry peers.
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.