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Independent Wealth Managers

Financial Services

Specialities :
Personalised financial planning
Wealth management
Offshore investment management
Legacy and estate planning
Retirement and pension planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
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size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Independent Wealth Managers

What does Independent wealth managers do?+

Integrating and optimising your financial life takes the guidance of attentive, trusted wealth managers. You will find our highly personalised approach ensures that we gain an in depth understanding of your unique circumstances, a necessity to navigate you in what has become a complex, ever-changing economic landscape. Our heritage dates back to 2003, when we were established in Durban, KwaZulu Natal. Expanding ourselves and our business purpose, today we advise an affluent base of individuals, private companies and trusts throughout South Africa and abroad. Independent Wealth Managers is an owner managed, FPI Approved Professional PracticeTM, we strive for the highest...

What are Independent wealth managers's specialties? +

Personalised financial planning,wealth management,offshore investment management,legacy and estate planning,retirement and pension planning,and personal and business risk assurance

What is Independent wealth managers's industry? +

Independent wealth managers operates in the Financial services industry.

What is Independent wealth managers's revenue? +

Independent wealth managers's revenue is 11m - 100m

What is Independent wealth managers's company size? +

Independent wealth managers has 11 - 50 employees.

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