An ever-evolving investment world – an ever-evolving Everest Wealth

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Everest Wealth was one of the first investment managers to further evolve and establish a private equity offering focused on retail clients as opposed to only high net worth clients and institutional investors.

The first stock exchange was established in 1602, but the JSE was established in 1887. Private equity was established in the USA in 1946, but in South Africa in the late 1980’s. Jeff Bezos once said that ‘what is dangerous is not change, but to not evolve’ and at Everest Wealth we have embodied this philosophy ensuring that our clients do not continue to be left behind the curve.

This R3 billion has not only delivered consistent aggregated returns of profit to investors, but has also grown into a stable capital base, with valuations of:Promoting client capital preservation – these valuations are reviewed and tested by an external team of legal professionals, company appointed auditors and a mergers and acquisitions team that has over 30 years of experience not only in South Africa, but the UK, UAE and Mauritius.

After 5 years of understanding, engaging and listening to our clients Everest further launched a Living Annuity solution to investors, which not only added to the professional value chain insofar as a registered life insurer issuance, but also gave investors the ability to enter Everest solutions. Everest is also empowering clients by expanding its alternative investment solutions into the private credit space which is a market segment with over $2.1 trillion invested globally.

 

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