Your Partner in Private and Corporate Wealth Management

CAPTA Wealth is an established global wealth management and currency provider. Over the years, we have streamlined our business to focus on one thing. The preservation and growth of our clients’ wealth.
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The Capta Wealth Difference

Here at CAPTA Wealth, we don’t only work with your Wealth, we work with people. This drives us to make a way where others can’t and gives us the courage to do it again and again. Some call it singularity of vision. We call it CAPTA. The movement from pursuit to possession.
About Us

Preservation

Risk management is a critical part of your overall wealth management plan. It protects you, your family and your business in the event of unexpected life occurrences.

At CAPTA Wealth we work with you to create a fully managed plan to ensure the wishes for your personal and family legacy are realised, preserved and achieved.

Innovation

Where there isn’t a structured product or financial solution that complements your long-term wealth needs, we will create one.

At CAPTA Wealth we have created models and approaches that enable us to rise above the limitations and restrictions of yesterday. This allows us to offer truly specialised wealth management and advisory solutions that are unique and tailor-made for every client.

Growth

In an ever-changing economy, with thousands of investment options to choose from and worldwide political events influencing the markets, making the right investment decisions is critical.

From determining your investment time frame to understanding your risk exposure, at CAPTA Wealth we partner with you to ensure your investment objectives are achieved with the ultimate goal of growing your wealth. Our offices are poised for wealth creation. Let us focus on yours.
We go beyond traditional Investment Management and Wealth Planning to provide individual and corporate clients with a full range of wealth management services.

YOUR WEALTH IS OUR FOCUS

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Where there isn't a financial solution that meets your requirements, we'll create one.

"Wealth is the ability to fully experience life."
Henry David Thoreau

Private Individuals

When you partner with CAPTA Wealth as our client, our job as your strategic wealth management partner really begins. This is where you will experience what we mean by ‘wealthcare’.

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Corporate Clients

At CAPTA Wealth, we strive to provide our corporate clients with the most sophisticated financial service offerings and advice designed to take care of the needs of your organisation and its people.

Offshore Expertise

Investing offshore allows our clients to take advantage of opportunities outside of South Africa and to manage their investment risk by diversifying across different economies and regions of the developed world.

FX Solutions

In conjunction with our sister company CAPTA Forex, CAPTA Wealth is able to provide clients with intelligent foreign exchange management services to individuals and companies in South Africa and abroad.

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Family Office

Every family has its own story, its own heritage and its own set of unique values. CAPTA Wealth’s family office capabilities allows us to assist our clients to preserve their wealth and lay the foundation for a lasting family legacy.

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Meet Our Family
  • DAY 1: COMPLETE THE P&P (PAPERWORK & PAYMENT)

    Project Start

    Once you've submitted this form, signed the contract and paid the required deposit shown on the invoice, your project will be allocated a slot in our work queue and its start date will be confirmed.

  • Week 1 - 2

    Discovery Phase

    During the Discovery Phase we'll collect all the information from you that we need to successfully complete your project. We'll assume that you'll respond within a day or two but if it takes you longer than this to provide the information we need, the completion of your project may be delayed. Remember that we will not be able to start working until you have provided all the information we requested, so the sooner you can provide it, the sooner the work can begin.

  • Week 3 - 8

    Project Execution

    This is where the rubber meets the road! We'll spring into action and begin working on your project. We'll keep you up to date on our progress and ask you for feedback every so often.

  • Week 9 - 10

    Feedback, Testing and Monitoring

    This project phase will focus on testing the work we have done to ensure that everything is working as expected. We'll ask you for your feedback and incorporate it into the final delivered project.

  • Week 11 - 12 ({{job.end | mediumDate}})

    Handover & Support

    Now that the project has been successfully completed, we'll ask you to pay the balance of our fee and sign off on the work we have done. We'll hand over the project to you and your team but we'll be available to help with any teething problems.



    If you have opted for any of our monthly services, these will now commence.

Speak to a CAPTA Wealth Team Specialist

To schedule a consultation with a Wealth Manager or to learn more about our service offering, contact us at info@captawealth.com.
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CAPTA Wealth (Pty) Ltd is an authorised financial services provider. FSP No. 43071.

CONTACT

Mon - Fri : 08:00 - 17:00
Pin Oak House, 2nd Floor, Bally Oaks Office Park
Ballyclare Drive, Bryanston, 2191
info@captawealth.com+27 11 568 4461
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