Wealth Management_ - Bard Santner Inc

Wealth Management

A comprehensive wealth strategy designed just for you.

We help you structure your wealth in the most efficient manner to achieve your financial goals.

Managing your wealth from investments to beyond.

In addition to helping you create an appropriate portfolio we will guide you through key wealth management aspects to keep you on track toward your financial goals.

Bank

Regional and International Banking

• Bank in Botswana, South Africa and Zambia.
• Bank in the Isle of Man and Mauritius.

Incorporate

Create business structures in Africa and beyond

• Register a company in Botswana, South Africa and Zambia.
• Register a company offshore

Protect

Protect your wealth

• International life cover
• International health cover

Grow

Grow your wealth through local and international investments

• Investment products managed by Bard Santner
• Buy International property
• Retirement savings

Structure

Structure and transfer your wealth

• Local and international trust formations

Give

Philanthropy

• Structure your giving and let your money outlive you

Bank

Regional and international banking

Bank in Botswana, South Africa, and Zambia
Bank in Isle of Man and Mauritius

Incorporate

Create business structures in Africa and beyond

Protect

Protect your wealth

International life cover
International health cover

Grow

Grow wealth through local and international investments

Investment products managed by Bard Santner Investors
Structured property finance for property owned in South Africa to enhance returns
Retirement savings
Short-term and long-term investment options

Structure

Structure and transfer your wealth

Local and international trust formations

Give

Philanthropy

Structure your giving and let your money outlive you

Our three-pillar investment philosophy.

Personalized

We believe your portfolio should reflect your circumstances, goals, risk tolerances and personal preferences.

Diversified

We believe a diversified portfolio that evolves over time based on your needs and market conditions increases your likelihood of financial success.

Disciplined

We believe rigorous research and selection of investments and opportunities while being mindful of cost, taxes and other factors that impct your portfolio are essential to you achieving your goals.

Ready to start a conversation?

Talk to us and we will assist you

Schedule an Appointment

or call

0861 2000 700

Already working with Bard Santner?

We will periodically keep you appraised on your portfolio and update on new products and services to compliment what you already have.

Common Questions

What sort of clients do you work with?

We work with individual and institutional clients.

Is there a minimum investment amount?

Minimum amounts depend on what you would like to do. These will vary among products.

How much do you charge?

We do not have a blanket charge. Charges will depend on the product – some products have direct charges, others do not. Our Financial Advisors will clarify charges for you.

How do I start?

First, we need to meet and do a fact find to determine the best wealth management plan, tailored to your circumstances. Thereafter we move to implementation, then periodic reviews when the plan is in motion.

Bard Santner Markets Incorporated (Private) Limited is licenced and regulated by the Securities and Exchange Commission of Zimbabwe (SECZIM) as a Securities Investment Advisory Company in terms of the Securities and Exchange Act [Chapter 24:25]. Registration number SECZ4564V.Bard Santner Investors (Private) Limited is licensed and regulated by the Securities and Exchange Commission of Zimbabwe (SECZIM) as an Asset Management Company in terms of the Asset Management Act [Chapter 24:26]. Registration number SECZ3429A.Tilltrade Xchange (Private) Limited is licensed and regulated by the Reserve Bank of Zimbabwe as an Authorised Dealer with Limited Authority in Tier Three to undertake; Buying and Selling of foreign currency in terms of Exchange Control Act [Chapter 22:05].

About Us