Trust is a choice our clients make when we have earned their confidence by doing what we say we are going to do - through integrity, reliability and fairness - and doing it with excellence.
Our practices involve persistently creating better ways of doing the things we do. We endeavor to exceed expectations through quality in our work and practices.
We are in the business of creating and fostering authentic relationships by being present with every need of our clients, connecting with transparency, dignity and respect.
Honesty, openness, sensibility and professionalism guide our actions to solve problems and challenges.
Your wealth portfolio benefits from insights of the finest minds from South Africa, Channel Islands, Mauritius & Switzerland.
Legacy is not what's left tomorrow when you're gone.
It's what you give, create, impact and contribute today
while you're here that then happens to live on.
Pegasus Wealth Management is a boutique wealth management company that provides independent, expert advice to affluent individuals on local and offshore investment funds, portfolios and structures through long-term, personalised relationships.
STAY IN THE KNOW
Subscribe now to receive the latest monthly and quarterly updates: latest insights, market analysis, expert opinions, investment products, trends and publications.
PWM, registered as Pegasus Wealth Management (Pty) Ltd, is part of an international group of companies which offers investment, offshore company and trust administration services.
We have access to a vast, customizable range of investment options from across the global market and are able to advise upon the most appropriate solutions for our clients’ varying and specific needs.
One of the key aspects of investing is trust, at PWM we focus on creating this trust by the development of a wholistic, completely independent, fully transparent and optimised wealth plan.
We are committed to providing the highest quality investment and financial planning advice to personal, corporate and trust clients. Our clients range from individuals and entrepreneurs, through to large organisations and complex international businesses.
Our in-depth understanding of our clients allows us to deliver focused accounting and advisory solutions, both locally and globally.
Our track record is proof of a successful and robust investment process that has been developed over the past 15 years.
It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
PWM operates within a highly regulated environment. This is in the best interests of our clients as it ensures that the highest professional standards are maintained. As such, systems have been put in place to ensure full compliance with all regulatory requirements.