When it comes to managing money and developing a long term financial plan for you and your family, emotions can easily dominate decision-making. Succumbing to feelings of fear or greed is inherent in human nature, particularly when it comes to looking after your wealth.

At Citadel we see ourselves as advisory partners, who delve deeply into your affairs and understand all the complexities, listening to and appreciating your emotions but ultimately putting them aside in order to make impartial decisions that are best for you.

Our expertise is in financial planning and investment management – it is all we do, our all-consuming passion and focus. Furthermore, our global solution incorporates comprehensive estate and fiduciary planning including local & offshore trust advice and international holding structures. Our promise of ‘wealthcare’ sets us apart from our competitors - wealth management is what we do, care is the how

At Citadel we form a long-term partnership with you, taking an in-depth look at your individual circumstances, your values, goals and dreams, to ultimately design a detailed financial roadmap for you and your family. It is because of our focus that we have consistently led the market in our investment and fiduciary solutions.

www.citadelgroup.com





Back to Members
 

Events

29th February 2012
Salon Prive at The Design Indaba

SALA Wealth Summit

7th March 2012
Sandton Sun

A two day summit with leading speakers in the luxury industry and wealth management space. This innovative conference is designed to explore the state of wealth in the South African market and to identify where lie the obstacles and the opportunities. By bringing together heads of private wealth management firms alongside leaders from the luxury industry we hope to overcome the lack of formal research into this market and share key insights and knowledge. The summit aims to look at the various dimensions shaping the generation and utilization of wealth so as to illuminate how people manage their wealth as well as how they spend it. Perhaps more than ever, in these economically challenging times, one needs to seek out and find those extremely elusive pockets of wealth and as the competition increases, find more considered ways to engage with valued clients in the future. According to the Credit Suisse 2011 Global Wealth Report there are 71,000 dollar millionaires in South Africa. The SALA Wealth Summit addresses a need for companies marketing to them, to understand how to generate, sustain and build connections with the wealth segment.

View SALA Wealth Summit


The Launch of "THE LUXURY ANNUAL" - The Ethics of Luxury

15th April 2012
Members Direct

The first and quintessential guide for luxury in Southern Africa: The Luxury Annual.


Media Partners