Citadel

Specialist wealth manageR

Citadel offers advice, not just on where to invest, but, more importantly, why. That is because they know their clients. Each of them has goals, dreams and ambitions. A life beyond money. A remarkable. As specialist wealth managers, Citadel helps them to reach that remarkable. The company achieves this through building close relationships with clients and maintaining a focus on ensuring expert financial advisory and investment expertise.

Wealth brings many benefits, but can also mean a great deal of complexity. Citadel’s ultimate aim is to deliver simplicity. This is achieved through actuarial cash flow modelling, enabled by their market-leading proprietary software systems, and – together with the expertise of their professional and progressive team – ensures the best investment approach for your specific requirements.

The company’s comprehensive, integrated wealth management services include asset management, an online securities offering, a philanthropy office, fiduciary expertise and risk management.

Citadel is proud to have pioneered many key innovations in financial services for private individuals, including the introduction of performance and professional fees as opposed to a reliance on the traditional commission system, which had been widely used in the industry for decades.

Citadel has an industry leading client retention rate and is widely admired for its value system, integrity and professionalism.

The company, which celebrated its 20th anniversary in November 2013, has offices in Johannesburg, Pretoria, Cape Town and Durban, as well as in Guernsey, in the United Kingdom.

 

For further information please contact us via info@citadel.co.za, +27 11 722 7600 or visit our website.
Citadel Investment Services Proprietary Limited is licensed as a financial services provider in terms of the Financial Advisory and Intermediary Services Act, 2002. Registration number 1996/006847/07.


Background

Useful Links


Citadel Insights

A virtual library on the world of investing compiled by Citadel, including articles, videos and presentations from top-tier Asset Managers.

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Citadel Fiduciary

Citadel Fiduciary creates personalised estate planning solutions as part of your comprehensive financial plan.


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Citadel Asset Management

Citadel Asset Management is responsible for the economic and investment research that forms the base of Citadel’s investment houseview.

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