Caleo Asset Management’s main goal is to protect and grow investor capital. We understand that the investment universe can be overwhelming even for the most sophisticated of investors, so we strive to provide you with a clear and understandable pathway tailormade to your individual needs. As a result, we are able to find opportunities that are an ideal match. This is what excites us, investments that will add value to both your portfolio and life.

 

our core offering includes:

 

1.


International Funds

2.


Local Unit Trusts

3.


Structured Products

4.


Tailored Portfolios
 

5.


Tax Free Savings Solutions

6.


Passive Solutions

7.


Offshore Banking Solutions

8.


Foreign Exchange
 
 

security that your future wealth is being well looked after

Each investor has a unique profile and we aim to match this with a product that best fits. This is done by blending both local and offshore solutions to arrive at the client’s targeted asset allocation. We are driven by offering our clients effective investment solutions that solve a variety of needs, allowing our clients peace of mind and confidence that their future wealth is being well looked after. The team has a strong bias towards long-term top-down analysis as we believe in understanding global trends before diving into the details.

 

LET’S CONNECT

T +27 11 483 1182 | E info@caleocapital.com | 71 4th St, Houghton Estate, Johannesburg.

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NIROX Arts Centre, Date Unknown