Caroline Davidson's Contact Details

Caroline Davidson's Company Details

Pinnacle Wealth Management

Cape Town, Western Cape, South Africa • 4 Employees
Financial Services

We are a highly motivated team who aspire to achieve optimal results for our clients. We are dedicated to careful and creative planning. We also offer personalised, innovative and independent wealth solutions with a "best-in-class" approach.Our focus is on long term partnerships with our high net worth clients, delivering exceptional service, confidentiality and trust to protect and enhance family wealth globally and across generations.In addition to the portfolio management solutions, we offer:• Lifestyle objectives & Retirement Planning • Estate Planning & Fiduciary Services • General Advisory services We engage with carefully selected partners where specialist services are necessary.Our Portfolio Management Approach is based on risk management, where we align solutions to specific risk and return objectives. The bulk of portfolio returns are driven by asset allocation and portfolio management is often focused on capturing upside volatility only. We also manage downside volatility.Planning your own financial wellbeing is daunting. Markets and economies are volatile and setting aside enough time for thorough planning and consideration are near impossible. Let us help you to define and achieve your FINANCIAL FREEDOM REACH YOUR PEAK WITH PINNACLE WEALTH