• Our Story & Our Values

Our history

Wealth Creation is at the vanguard of wealth management. We opened our doors in 1999 to a new type of investor; the informed private clients who wanted the same levels of service as the bank, institutions and high net-worth individuals had become used to since the second world war.

With the deregulation of wealth managers/brokers globally, it created competition within the wealth management industry. This allowed us to shine and work in the manner as we do today; hand-in-hand with investors on one side and with the markets on the other.
We now manage over $1.3 billion for institutions, families and private investors globally.

We approach each of these partnerships as distinctively individual, since each one has varying assets, requirements and most critically goals. However, the fundamentals of our approach are to look after our clients in order for the profits will look after themselves.

 

Through design we only work with a select group of clients, versus thousands. This enables us to create a bespoke partnership with each and every person who trusts us to manage their wealth.


Our Values

Collaboration

Our approach is simple; we work with you as an individual, rather than you as an investor. We take the necessary time to get to know you as a person, which helps us understand your goals. We then work with you hind-in-hand in order for you to achieve them.

Investment Choice

Since we are owned independently, this affords us the ability to offer you a varied range of investments, which we feel will best suit your individual needs. Our experience tells us that no two individuals are the same, and neither are their investments.

Caution

Our overriding priority is the preservation of your capital, by having the confidence to act with prudence.