Carmel Wealth

Carmel Wealth is a privately owned wealth and investment company established in 2023, specifically to capitalise on the opportunity in the South African market for an independently owned and scaled wealth and asset management firm. The group of private investors comprises of both local as well as international investors, some with extensive experience in managing large scale local and global financial services and asset management businesses. It is the belief of Carmel Wealth that both financial advisors and their clients will benefit from differentiated value proposition to what is offered in the market, and investment opportunities with a focus on global solutions, that they may not have been exposed to before. Further, they believe that there is an opportunity in the South African market for a completely independent wealth and asset management firm in the absence of a corporate shareholder like a life assurer or asset manager Carmel Wealth will empower advisors with product ...