01 /Investment Planning
Aligning capital with conviction.
Assessing your situation, defining short- and long-term objectives, and building a diversified portfolio engineered to compound over time.
An Independent Private Wealth & Investment Firm
At Privado Wealth, we help you enjoy today while securing your financial future. Tailored strategies — investment, retirement, estate, tax, insurance — for the families and businesses we are privileged to serve.
Welcome
A family office experience — built around the lives, ambitions, and legacies of the families we serve.
We specialise in creating a harmonious balance between living in the moment and securing your financial future. Our team of seasoned experts crafts tailored, innovative strategies designed to help you enjoy the rewards of your success today — while ensuring your wealth is protected and grows for tomorrow.
Privado is your trusted private friend and confidant — committed to transforming your aspirations into long-term prosperity, giving you the peace of mind to live freely now, knowing your legacy is in the hands of industry leaders.
Figure 01 — Live in the sun
Two pillars · One philosophy
The sun symbolises vibrant living — joy, freedom, experiences worth savouring today. The shade represents strategic, secure investments — protection, foresight, and the quiet preservation of what you've built.
We master the balance. While you live fully in the sun, we ensure your wealth thrives — patiently, intelligently — in the shade.
Explore wealth management →Why Privado
We are wholly independent in the advice we give — product-agnostic, client-led, and accountable only to the families we serve. The discipline of an institution. The intimacy of a private firm.
R3B
Under management
CFA·CFP®
Codes of conduct & designations held
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Independent and product-agnostic. We act solely in our clients' best interests, with no allegiance to any institution.
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Holistic offering: fiduciary, banking, forex, tax planning, stockbroking and non-traditional services.
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A footprint of providers across jurisdictions and currencies — invest internationally with full flexibility.
iv
Licensed Category I & II FSP. CFA® and CFP® professionals committed to the highest codes of conduct.
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Flexible fee structure with preferential pricing — our scale translates into lower costs for our clients.
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A dedicated team for every client, plus access to a deep network of specialists for bespoke needs.
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Independent and privately owned — held to the highest standards of compliance, oversight and continuity expected of a listed firm.
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A private introduction to understand your goals — at our offices, your home, or by video call.
Wealth Management
We work closely with each family to create a customised plan and provide holistic financial advice — investments, retirement, estate, insurance and tax — a true outsourced family office experience.
Assessing your situation, defining short- and long-term objectives, and building a diversified portfolio engineered to compound over time.
Goals, expense modelling, income strategy, and disciplined accumulation — so the years that follow your career are entirely your own.
Organising assets and intentions so they are managed, protected, and distributed with care — quietly avoiding tax friction and legal complications.
Strategic analysis to minimise tax liability — leveraging legitimate, tax-efficient structures that allow you to retain more of what you've earned.
Evaluating risk and ensuring adequate protection for health, income, property, and the people you love — through the right products, calmly arranged.
Designing and managing benefit programmes that attract, retain, and motivate talent — aligned with the long-term goals of your business.
Investment Management
Unit Trusts, Private Share Portfolios, Hedge Funds, Money Markets, Alternatives, Offshore, Discretionary FM.
Banking · Stockbroking · Forex
Investec · Currency Partners · Swiss Quote · Momentum · Discovery · Capitec · Analytics.
Fiduciary Services
Stonehage Fleming · Capital Legacy · Hatstone · Accuro · Momentum Trust · Fidelis Vox.
Our Client Process
Every relationship begins with listening — to what you've built, what you intend, and what you'd like protected. From there, we build a plan and walk it with you, generation after generation.
Step 01
A private introduction to understand your story, ambitions and concerns.
Step 02
A complete picture of your wealth, structures, risks, and tax position.
Step 03
A bespoke financial and investment plan designed for your life — and your legacy.
Step 04
Quietly executed across our network of trusted institutional partners.
Step 05
Ongoing review, advice, and partnership — generation after generation.
Our Wealth Managers
High-net-worth investors require bespoke solutions — from portfolio construction to intergenerational wealth planning and global tax structuring — through a dedicated team and a deep network of professionals.
Managing Director & Financial Advisor
Founder and architect of Privado — a CFA® and CFP® professional who has spent his career helping families balance the freedom of today with the security of tomorrow.
Independent Financial Advisor
Guides families through holistic financial planning, estate, and the careful structures that quietly determine the next generation's wellbeing.
The wider team
Brenda Cordier
Wealth Administrator
Christine Wadsworth
Wealth Administrator
Lariska Swart
Wealth Administrator
Erica Viljoen
Personal Assistant
Simone Drepaniotis
Financial Administrator
Careers
The portfolio managers
Costa Drepaniotis
Portfolio Manager
Lehan Kruger
Portfolio Manager
Imraan Jackoet
Portfolio Manager
The Core Pillars
Our manifesto encapsulates the values, vision, and guiding principles of Privado Wealth — clarifying who we are, building trust through transparency, and unifying our team around a long-term strategic framework.
Craft
Precision and care. Bespoke strategies as unique as the families we serve.
Legacy
Building and preserving what extends beyond a lifetime.
Pioneer
Forward-thinking solutions that redefine wealth management.
Elevate
The highest standards — in every decision, relationship, outcome.
Authentic
Transparency and sincerity in every aspect of our work.
Simplicity
Clarity and confidence at every stage of your financial journey.
Stewards
Carefully managing and protecting assets for the long term.
Collaboration
Working closely with families to align wealth with values.
In our view
"It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong."
— George Soros
Trusted Institutional Partners
Careers
We are building a team of advisors, analysts, and stewards who share our belief that the work of guiding a family's wealth is patient, intentional, and deeply personal. If that sounds like you — we'd like to meet.
View open positions →CFA·CFP®
We invest in designations
Mentorship
From day one
Independence
Backed by scale
Val De Vie
A workplace, considered
Your Privado
A private introduction. A considered listening. A plan that fits the life you intend to live. Meet with an advisor — in person, at our offices, or via video call.
Office
C201 Polo Office Block,
Val De Vie Estate, Paarl
Western Cape
Office Hours
Mon – Thu 08:30 – 16:00
Fri 08:30 – 12:00
Reach us
087 55 128 55
invest@privadowealth.com
Advisors on WhatsApp
Regulated
FSP 50883
Authorised Financial
Services Provider
