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Service Model  

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Since its creation in 2008, Absa Wealth has offered unparalleled service to South Africa’s ultra high net worth and family office clients, providing holistic international wealth solutions through best-in-class products, wealth and investment management, as well as structured lending. The firm strives to be the trusted advisor and solutions provider to ultra high net worth clients who have existing wealth and seek gifted advice across their entire balance sheet.

Advisors (wealth managers and specialists in credit, investments and advisory services) are based in the following centres across the country:

  • Bloemfontein
  • Cape Town
  • Durban
  • Pretoria
  • Sandton
  • Stellenbosch

Services offered to clients include:

  • Investment Management: Choice of advisory, discretionary and execution-only services
  • Banking and Credit: Transactional banking, standard lending products (e.g. credit cards and vehicle financing) as well as structured credit (e.g. commercial property financing)
  • Advisory Services: All additional advice and services within wealth management, excluding investments, banking and credit (e.g. estate planning, wills and trusts)

Whether undertaking a holistic financial or specific subject needs analysis, Absa Wealth factors each client’s personal circumstances into creating bespoke financial solutions - the spectrum of which is also supported by an open architecture product set. Utilising International Banking platforms and administrative processes, Absa Wealth International markets and distributes Barclays Banking and Investment Products to South African clients. This ensures the firm’s clients' every offshore need is identified and appropriately met.

Through the partnership with Barclays Wealth and Investment Management, Absa Wealth provides access to an unrivalled breadth of knowledge, advice and range of products to cater for every aspect of wealth management. Barclays Wealth's global footprint works for clients whose individual and business activities are global in nature and require services across jurisdictions and platforms. Clients and stakeholders can expect to partner with an organisation redefining the wealth management space – one truly wise about wealth.

Introducing Absa Wealth

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Copyright 2012 Absa Wealth. All rights Reserved. Absa Wealth is a division of Absa Bank Limited, registration number: 1986/004794/06. Authorised financial services provider
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