Founded in 2010, Caravel Partners Ltd. is an offshore wealth management and HNW boutique services business privately-owned by British and South African nationals who have some 100 years of combined wealth management, banking and other financial services experience. The company’s owners have worked all over the world, including the Gulf, Central Asia, South-East Asia, China, Russia and other ex-USSR republics, and of course in Africa.
What sets us apart is our approach, products & HNW solutions. We also strive to save you money. The traditional model in offshore financial services comes at a price to you. All too often, self-interest drives the choice of the financial product you will be offered.
Caravel on the contrary will offer you the right investment solution for your financial planning goals, while striving to minimize your costs at the same time.
Caravel Partners is licensed and regulated in the Republic of Zambia by the Securities and Exchange Commission with licence number IAL/52/23. It is also a full member of the Capital Markets Association. Its Investment Advisors all hold the statutory Zambian Investment Advisors and Stockbrokers qualification as well as various qualifications from both London’s Chartered Institute of Securities and Investment (CISI) and the Chartered Insurance Institute (CII).
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
