A warm welcome to the website of Caravel Partners, an independent advisory firm already radically raising the bar for offshore wealth management services in Africa.
Our team boasts over fifty years of direct investment advisory, financial planning and other financial services experience. Our Investment Advisors have extensive expertise in various regions across the globe, not only in Africa, but also in the UK, Europe, Latin America, the Gulf and Asia.
We live and work alongside our clients. We know, love and are part of Africa, understanding your challenges, your aspirations and your needs. We are here for you and your families and would be delighted to meet you to discuss your needs.
Our Values are summarized as, before all else, high ethical standards which prioritise:
Our Mission is simply as follows: as the region between the Sahara and South Africa develops and grows, we will grow with it, making the company the dominant provider of offshore solutions over the entire region. Our commitment will always lie in prioritizing our clients' needs and acting in their best interests with unwavering honesty, integrity, and a strong sense of duty.
We strive to go above and beyond to understand our clients’ objectives and challenges; and by gaining a deep understanding of their unique circumstances, including lifestyle, risk tolerance, and aspirations, we will create tailored strategies and solutions designed to meet their personal needs and requirements.
Our “London Wealth Management in Africa” stance means we bring to Africa products and services simply unavailable to local banks and other financial institutions – with full disclosure and competitive charges.
Africans face a particular range of challenges and risks and our solutions and products have been built with these specifically in mind. Partnering with very many famous financial institutions and other providers of superior investment assets, Caravel Partners seeks to offer its HNW and UHNW clients the same service enjoyed by clients of Private Banks in London; and to offer all its clients the most modern savings and investment products available.
Whether you are seeking to protect your family against your untimely demise, build capital over the longer term via regular savings or invest a capital sum, we will examine your personal situation, objectives, time horizon and risk appetite to design the best solution for you and manage your growing wealth for you to ensure the best possible outcome.
With offices in Zambia and Mauritius, with Nigeria, Uganda and others to follow, we bring you a wealth of offshore products and services and a range of HNW solutions to meet all your portfolio management and capital growth, retirement, education fee planning and other needs, such as ensuring wealth can be passed safely to the next generation.
Caravel’s entry to Zambia was planned from May 2022 and took effect a year later, in June 2023. Zambia was identified as the right location for the company to commence its operations in the southern region of Africa. Among the company’s main considerations were that the country is geographically well-located, with several markets on its borders; developing safari, tourism, agricultural and mining sectors; has a growing private commercial sector with an educated urban workforce and a forward-looking Government and highly-regarded President.
This article is written by our partner company in Dubai, Kingsbury & Partners (https://kingsburyandpartners.ae/) and used with thanks. Understanding your risk profile is critical to building a portfolio that matches your goals, timeline, and comfort with volatility. Whether you’re a conservative or aggressive investor, knowing your risk tolerance helps guide smarter, more aligned investment decisions. […]
A corporate bond is a debt security issued by a corporation to raise funds for various purposes such as financing business expansion, paying off existing debt, or funding daily operations. In essence, it is a contractual agreement between the corporation (the issuer) and the bondholder (the investor) in which the corporation promises to pay periodic […]
INVESTMENT TERMS In the realm of investing, a crucial concept to grasp is "investment appreciation," which encapsulates the growth in an investment's value over time. This phenomenon pertains to the disparity between the initial acquisition cost of an asset and its current valuation. This principle is applicable across various investment types, ranging from stocks, bonds, […]
ESG stands for Environmental, Social, and Governance. This fashionable investment stance has replaced to a large extent the Western world's earlier fascination with 'ethical investing'. The three factors are used to measure the sustainability and societal impact of an investment in a company or business. The goal of ESG investing is to consider more than […]
Venture Capital is a specialized form of investment that plays a crucial role in funding early-stage and high-risk companies with promising business ideas or innovative products. These startups often lack the necessary funding to turn their vision into reality, making them attractive prospects for venture capitalists. In essence, venture capitalists are individuals or firms that […]
What is a bear market? In the world of investing, you often hear terms like 'bull market' and 'bear market.' These terms refer to the general trends or direction in which a market is moving. A bear market is a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism […]
© 2024 Caravel Partners (Zambia) Ltd | Caravel Partners (Zambia) Ltd and Caravel Partners (Uganda) Ltd. are wholly owned by Caravel Partners Ltd., registered in the Seychelles with reg number 238002.
Caravel Partners (Zambia) Ltd is licensed by the SEC in Zambia - License No. IARL/23/52