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VerifiedFinancial Services· Founded 2007

Strategic Wealth Pty Ltd

We are an independent investment advisory company specialising in the provision of asset consulting services to institutional clients in Botswana. Our firm was founded in 2007 and has for over ten years been providing trusted advice and a high standard of service to its clients in Botswana. We aspire to nurture a savings and investing culture in Botswana by implementing sound investment principles and educating Batswana on the benefits of long-term wealth creation, while continuously improving and inspiring excellent service levels in financial services in Botswana. Our values define the way we conduct our business and deal with our clients and stakeholders and we have adopted a culture where we always place our clients’ needs first. We believe that this is the right thing to do and that it will stand us in good stead in creating a sustainable and robust business. Strategic Wealth is a 100% citizen owned proprietary limited company. The firm is 100% citizen owned by Nadine Davies with all strategic decisions made in Botswana. We have developed a sound reputation for asset consulting and investment service and advice in Botswana and our clients include government, parastatals and well known small, medium and large local funds, businesses and institutions. In providing investment advice to clients, we view ourselves as a partner to our clients, working with clients and their officers and trustees to help them perform their responsibilities while providing for the financial alignment of assets to obligations. While each specialist component of the business is separately staffed and managed, the business is run as a cohesive unit. This is supported by the compact size of the business and the multi-disciplinary approach of the senior management team.

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HeadquartersGaborone, BotswanaEmployees13(1 to 10)Founded year2007Websitestrategicwealth.infoLinkedIn profileLinkedIn

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Top roles at Strategic Wealth Pty Ltd

9 distinct titles indexed · top 9 shown.

  • 3strategic wealth (pty) ltd
  • 1administrative officer
  • 1client liaison manager
  • 1compliance and accounts officer
  • 1financial representative
  • 1investment consultant
  • 1partner
  • 1personal assistant
  • 1research consultant

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