Ivory Wealth Management

Ivory Wealth Management

Financial-Services

Cape Town, Western C...
South Africa
Company Tagline

Holistic financial planning and international wealth management

Industry Category
Financial-Services
Company Description

Ivory Wealth Management is a premier financial services firm dedicated to providing exceptional financial planning and international wealth management solutions. With a commitment to honesty, professionalism, and client-centric service, Ivory Wealth Management strives to deliver optimal financial outcomes for both local and international clients. Located at 7 West Quay Road, V&A Waterfront, Cape Town, Western Cape 8002, ZA, Ivory Wealth Management offers a comprehensive suite of services tailored to meet the unique needs of each client.

Ivory Wealth Management distinguishes itself through its dedication to providing independent and transparent advice. Specializing in a range of areas, including pensions, life insurance, risk management, international savings, wealth management, investments, and employee benefits, Ivory Wealth Management ensures that clients receive the best possible solutions. The firm's holistic approach involves a thorough analysis of individual circumstances, requirements, and goals to craft bespoke financial strategies.

Ivory Wealth Management is committed to continuous growth and development, ensuring that it remains at the forefront of the financial services industry. Ivory Wealth Management invites you to experience the difference that expert financial guidance can make. Management is currently working to complete detailed information to further enhance our service offerings. To the manager of Ivory Wealth Management, we invite you to create a customized and exclusive company showcase and product listing on our platform to highlight your expertise and attract new clients.

Ivory Wealth Management est une société de services financiers de premier plan dédiée à fournir une planification financière exceptionnelle et des solutions de gestion de patrimoine internationales. Avec un engagement envers l'honnêteté, le professionnalisme et un service centré sur le client, Ivory Wealth Management s'efforce de fournir des résultats financiers optimaux aux clients locaux et internationaux. Situé au 7 West Quay Road, V&A Waterfront, Cape Town, Western Cape 8002, ZA, Ivory Wealth Management offre une gamme complète de services adaptés aux besoins uniques de chaque client.

Ivory Wealth Management se distingue par son engagement à fournir des conseils indépendants et transparents. Spécialisée dans divers domaines, notamment les pensions, l'assurance-vie, la gestion des risques, l'épargne internationale, la gestion de patrimoine, les investissements et les avantages sociaux, Ivory Wealth Management veille à ce que ses clients reçoivent les meilleures solutions possibles. L'approche holistique de l'entreprise implique une analyse approfondie des circonstances, des exigences et des objectifs individuels afin d'élaborer des stratégies financières sur mesure.

Ivory Wealth Management s'engage à une croissance et un développement continus, garantissant ainsi qu'elle reste à l'avant-garde du secteur des services financiers. Ivory Wealth Management vous invite à découvrir la différence qu'un conseil financier expert peut faire. La direction travaille actuellement à compléter des informations détaillées afin d'améliorer davantage nos offres de services. Au responsable d'Ivory Wealth Management, nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en valeur votre expertise et d'attirer de nouveaux clients.

Key Personnel / Employees
Johan Potgieter Andy Holland CA CFP IMC Chartered FCSI Yoricq Vivaliano

Compare Companies Side by Side

Compare Ivory Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Ivory Wealth Management
Ivory Wealth Management
Main Company
Fairstone Ireland
Fairstone Ireland
View Profile
Holborn Assets
Holborn Assets
View Profile
Forseti Wealth Partners Ltd
Forseti Wealth Partn...
View Profile
Founded Year
2007 1998 2025
Company Size
51-200 501-1,000 2-10
City
Cape Town, Western Cape Dubai, Barsha Heights
Country
South Africa United Arab Emirates
Skills & Keywords Comparing with main company
13 Total Skills
Financial Planning Wealth Management Investment Strategies Retirement Planning Insurance Solutions Estate Planning Financial Advisory QROP's Transfers Pensions Life Insurance & Risk International Savings Investments Employee Benefits
3 Total 1 Common 2 Unique
Match 8%
Common Skills:
Estate Planning
Unique Skills:
Financial Service Mortgages
12 Total 12 Unique
Unique Skills:
Citizenship by Investment Financial Solutions Golden Visa Programmes Independent Financial Services Life Insurance Offshore Services +6
2 Total 1 Common 1 Unique
Match 8%
Common Skills:
Estate Planning
Unique Skills:
Protection
4
Total Companies
1998
Oldest Founded
2
Countries
28
Unique Skills

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Alternative Company Names

This company is also known as

Ivory Wealth Management 象牙财富管理 आइवरी वेल्थ मैनेजमेंट إيفوري لإدارة الثروات Айвори Управление Благосостоянием