A boutique wealth management company providing bespoke financial administration services through long-term, personalised relationships.

Your wealth portfolio benefits from insights of the finest minds from South Africa, Channel Islands, Mauritius & Switzerland. Our in-depth understanding of our clients allows us to deliver focused accounting and advisory solutions, both locally and globally.

  • Trust

    We earn our clients’ confidence by doing what we say we are going to do, with excellence – through integrity, reliability and fairness.

  • Excellence

    Our practices evolve to consistently provide the best possible service. We endeavour to exceed expectations through quality in our work and practices.

  • Attentiveness

    We create and foster authentic relationships by being present with every need of our clients, connecting with transparency, dignity and respect.

  • Service

    Honesty, openness, sensibility and professionalism guide our actions to solve problems and challenges.

About Us

PWM Wealth, is part of an international group of companies which offers investment, offshore company and trust administration services.

We have access to a vast, customisable range of investment options from across the global market and are able to advise upon the most appropriate solutions for our clients’ varying and specific needs.

Our mission is to provide bespoke wealth planning solutions to high net worth clients and to build a personalised relationship based on trust, care and transparency. Our commitment to growing – and securing – our clients’ financial portfolios is supported by passionate people who pride themselves on delivering excellent service, prioritising each client’s legacy.

One of the key aspects of investing is trust, at PWM Wealth we focus on creating this trust by the development of a holistic, completely independent, fully transparent and optimised wealth plan.

Our process

Our track record is proof of a successful and robust investment process that has been developed over the past 19 years.

It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

PWM Wealth operates within a highly regulated environment. This is in the best interests of our clients as it ensures that the highest professional standards are maintained. As such, systems have been put in place to ensure full compliance with all regulatory requirements.