A warm welcome to the ‘short form’ interim website of Caravel Partners, an independent advisory firm already radically raising the bar for offshore wealth management services in Africa.
Our team boasts over one hundred 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.
Increasing numbers of Muslims require that their investments comply with Islamic teachings on what is permissible and impermissible with regards to finance. Caravel Partners provides Islamic managed portfolio solutions. You can find out more by contacting me at benedict@caravelpartners.net. What is Islamic Investment? Investment is allowed in Islam but it must meet the religious criteria […]
Introduction Fee-based financial planning is becoming an increasingly popular approach for individuals and businesses looking to take control of their financial futures. In an industry often perceived as opaque, fee-based services provide a transparent, tailored, and client-centric solution. But what exactly does this term mean, why should you consider it and for whom is it […]
Introduction In a world of diversified investment opportunities, asset-based lending (ABL) is emerging as an appealing option for investors seeking stable returns with mitigated risk. As part of Kingsbury & Partners’ commitment to delivering insights into innovative private market opportunities, this guide explores the fundamentals of ABL, its advantages, risks, and considerations for investors. What is Asset-Based […]
Introduction: The concept of the illiquidity premium is increasingly discussed in the context of private market investments. As investors search for higher returns, understanding this term can offer valuable insights into how certain asset classes function and why they may command higher yields. Defining the Illiquidity Premium: At its core, the illiquidity premium refers to […]
In Zambia, the Securities and Exchange Commission has as one of its prime objectives the eradication of fraud in the capital markets. Fraud in the capital markets refers to deceptive practices or schemes aimed at manipulating the market, misleading investors, or unlawfully obtaining money, securities, or other assets. It undermines investor confidence, distorts market efficiency, […]
A pay-out from the policy after the loss of a key person could help with the following situations: - Loss of profits- Having to recruit or train a replacement- The loss of important personal or business contacts due to the key person not being there to maintain a contract- Loss of goodwill which could have […]
© 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