Cadiz Wealth | Overview
Cadiz Wealth provides individuals, trusts and smaller pension funds with a suite of unique investments and offers risk-profiled investments that cater for the distinct needs of all our investors – from conservative to aggressive.
Cadiz Wealth has developed into a fully fledged Wealth Management business, encompassing unit trusts, structured products (including growth and income options), protected funds, dynamic asset allocation funds and hedge funds as well as our own Life company, Cadiz Life.
In line with the philosophy of the Cadiz group we remain conscious of the inherent tension between the desire for capital growth and the concern over capital preservation. In order to maximise long-term wealth, Cadiz makes sure that both aspects are addressed. Given that Cadiz is the acknowledged leader in South Africa in derivatives, derivatives are used as a risk management tool in the development of these investments. Some of our funds are designed to provide a degree of capital security with the opportunity to participate in equity-based returns. This emphasis on monitoring risk and risk mitigation has yielded significant benefits for Cadiz clients.
Cadiz Wealth is acknowledged as a market leader with its innovative approach to portfolio design to meet changing investor appetites and to provide opportunities for portfolio diversification.
In line with our innovative investment approach, our clients have the opportunity to access their personal portfolios online on two secure websites, Unit Trust Valuations (www.cadizwealth.co.za) and a Structured Products Valuations (www.cadizretail.co.za) website.
