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This is a tailor-made solution targeting individuals and corporates with the objective of securing their financial future. The funds are managed through structured portfolio management, balancing investor’s unique needs with capital market expectations. The service offering targets investments in listed equities, bonds and money market investments.
What's in it for you?
Frequency of reporting
You will receive quarterly reports on the performance of your investment.
Fees
A management fee of 1.0% per annum is charged, calculated monthly and deducted quarterly.
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Why choose Private Wealth Management
Frequency of reporting
You will receive quarterly reporting on the performance of the fund.
Pay low on fees
Management fee of 1.0% per annum of assets under management are applicable.
You decide
The contract for this product is open-ended.
Want to know more about Private Wealth Management?
We have answered a few questions you might have, but if you have more queries and want to speak to someone, please use the Call Me Back button at the top of the page or call +265 891 002 010.
Tax considerations include withholding tax of 20% for interest-bearing assets, realized capital gains tax of 30% on equities, and Value Added Tax (VAT) on fees of 17.5%, which are factored into the returns presented.
The time-weighted rate of return as approximated by Modified Dietz shall be presented.
Minimum investment amount of K30 Million.
Let's talk
Share your details and we'll get in touch as soon as possible.