DISCOVER THE TRUE WORTH OF YOUR WEALTH
Citadel’s wealth management philosophy is based on supporting and guiding our clients to enjoy the true potential of their hard-earned money. We achieve this through personal engagement and strong relationship building based on mutual respect and trust between our clients and our specialist advisory partners. At Citadel it’s not just about the numbers; we are motivated by the aspirations and goals of our clients and even the uncertainties that keep them up at night.
Once we have a deep understanding of a client’s priorities and wishes, we then strategise, implement and manage a financial roadmap especially tailored to each unique family. This roadmap is then continuously reviewed, revised and built upon. We call this philosophy ‘wealthcare’ and it’s what allows our clients to achieve their wealth’s true worth.
BUILDING WEALTH ISN’T EASY – WE WILL HELP SUSTAIN YOUR LEGACY
Citadel employs top fiduciary, risk and asset management experts to help us protect and grow our clients’ wealth, both locally and internationally. Once our highly-skilled advisory partners have identified a client’s expectations for their wealth investment, Citadel’s investment team makes it happen. Our teams are results driven, so each client can expect a financial outcome that has been personally crafted to their precise requirements.
WHAT SETS US APART?
Citadel’s investment approach is client-led and not product-driven. This means that our clients’ needs are central to our mission. We aim to provide the best wealth management advice available. Full transparency ensures our interests are fully aligned to that of each client and ensures we always offer honest and objective advice. Furthermore, our flexible fee model means clients not only benefit from a portfolio that’s personalised, but also have the freedom to choose a payment structure that best suits their specific circumstances.
In addition, as a Citadel client, you will enjoy preferential access to the finest global investment specialists. Our thorough due diligence process in terms of our fund manager selection and risk management, ensures your money is invested intelligently and securely.
Every Citadel client is guaranteed confidentiality and discretion in the handling of their affairs. We pride ourselves on our unique value-driven culture that has forged deep and trusted long-term relationships with our clients for more than 20 years.
WHY THE INSPIRATION INDABA?
We are continuously seeking new opportunities to develop South African firsts, such as the Citadel Art Price Index, the Citadel Donor Advised Fund and the Citadel Wealth Report. This innovative and pioneering nature has led us to the concept of the Inspiration Indaba. As a proudly South African company, we recognise the incredible inspirational stories that our country has to offer, and we believe these stories should be shared. The Inspiration Indaba creates a platform where South African thought leaders can share their stories, and where you can realise your own potential through the stories of others.
For more information about Citadel’s journey of helping clients discover the true worth of their wealth, visit our website.