A PERSONAL APPROACH

At Caleo we take great pride in fully understanding our client’s vision, and use our wealth of experience and expertise to bring that financial goal to fruition. By keeping communication transparent and candid, we offer our client’s genuine personal guidance and informed financial solutions.

We believe that wealth should serve your life purpose. Our goal is to create simplistic, transparent investment solutions is paramount. That’s why we strive for clear, effective communication and seamless collaboration in our effort to make your financial vision a reality.

We begin with your personal financial blueprint and establish short, medium and long-term objectives. We evaluate your balance sheet, ownership of assets, personal income statement and cash flow. We use the analysed information to tailor and implement an investment strategy best suited to your position.

We perform a structural analysis to determine applicable tax jurisdictions, and outline asset allocation both locally and internationally. The Caleo Capital division performs platform and management company analysis, always maintaining an open line of communication and clearly outlining our clients’ position in monthly reports. Our accomplished and professional team have in excess of 70 years combined international investment experience, which we put to good use in our clients’ investment strategy.

EXPERIENCE IS INVALUABLE

Our track record demonstrates our commitment to our clients’ financial vision. Throughout the years, Caleo has been entrusted with the management of several billion in clients’ assets across the globe. Operation in all major South African cities, as well as, numerous international jurisdictions.