Caravel Partners

About Caravel Partners

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. 

Fully Licensed

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).

Meet the team

Ownership & Main Board

Ben Rockell

Executive & Group Sales Director

Alex Pay

Executive Director

Daniel Van Niekerk

Executive Director

Zambia - Senior Management

Bubala Hamafuwa

Director & Senior Advisor

Mutinta H. Ngwenya

Director, COO & Senior Advisor

Advisors

Business Development

Peter Njovu

Business Development

Andrew Broadbent

Business Development

Memory Lukwesa

Business Development

Nkemdilim L. Odinkalu

Business Development

Janice Diaz

Business Development

Maambo Mumba

Business Development

Financial Management

Mercy Daka

Company Secretary & Accountant

Latest From Financial Literacy

Fraud and the War against It

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, […]

Read More
What is Keyman Insurance?

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 […]

Read More
Crypto: The Basics

In the view of Caravel Partners: Crypto has grown rapidly in the last few years, accompanied by a surge in speculative trading – which means people trading just because they have heard it may rise in value, rather than seeing evidence to support a potential rise. Crypto can be thought of as ‘digital representations of […]

Read More
How are Model Portfolios used offshore?

Our own Investment Strategies illustrate the answer to this perfectly: Caravel Partners adopts a 'core and satellite' approach for our HNW offshore investment strategies. They work like this. The core of each Strategy is a Strategy-dependent model portfolio, actively-managed and risk-based, from Pacific Asset Management in the City of London, FCA-regulated of course. PAM as […]

Read More
Talking About High-Yield Offshore Bonds & Notes

What are these? Many private companies seek to raise cash by way of bonds. These range from listed corporate bonds through senior secured debt to mezzanine financing and private equity. The risk increases along that path as follows: In the offshore world, most instruments of this type (which are part of the Alternative Asset class) […]

Read More
What are Buffer ETFs?

Buffer exchange-traded funds (ETFs) offer a potential solution to a well-known problem in behavioral finance, which is that many investors find losses to be much more distressing than missing out on potential gains. Buffer ETFs have become one of the fastest-growing corners of the ETF market. Since 2018, over 250 buffer ETFs have been launched, […]

Read More
See More

Speak with one of our team.

Contact Us

© 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