Deon Bester

Background

About Deon Bester

Citadel Investment Services (South Africa) is a leading wealth management company with representation throughout South Africa and in Guernsey. Specializing in financial advice-planning, asset and investment management, and estate planning, Citadel is known for its unique level of ‘wealth care’, a term used to describe the manner in which all business is conducted and the immense importance placed on building long term relationships with clients and the broader community. As pioneers in the private client wealth management space in South Africa, we have led the industry with many firsts, such as being the first advisory firm to introduce performance-based fees instead of commission. Citadel currently has in excess of R100 billion of assets under management, on behalf of around individuals and families. Clients include retirees, past and present captains of industry, entrepreneurs and executives who are looking for progressive investment solutions and wise guidance in the management of their wealth. Specialties : • Designing and implementing a personal financial roadmap based on each client’s unique circumstances. • An annual personalized cash flow analysis, to mitigate short- and medium-term volatility risk. • Estate- and fiduciary planning. • Tax advice. • Advice on local and offshore structures. • Private equity advice. • Developing deep long-term relationships of trust and care.