Bartizan Wealth

Cape Town
South Africa

(021) 910-5500

Cape Town, South Africa
Our services focus on wealth management, which encapsulates: INVESTMENT MANAGEMENT: We guide our clients in the development of suitable investment strategies, which we implement and manage via either discretionary or non-discretionary mandates. All discretionary mandates are managed through Bartizan Capital (FSP license number 48450) . We continuously monitor these strategies and report on a quarterly basis on the progress of the investment strategies in achieving their required investment objectives. FIDUCIARY SERVICES, ACCOUNTING, TAX & PHILANTHROPY: We serve as an independent interface to specialists that provide for: *Local and offshore trust and estate planning *Accounting *Tax planning *Utilisation of foreign investment allowances *Philanthropy Services...
Category: Private Wealth Management Services
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Cape Town, Cape Metropole, Western Cape, South Africa
Private Wealth Management Services

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