A member of

A member of

A member of

Focus on Value, because most investors focus on outlook and trends

Sterling Private Wealth, an authorised FSP is an independent, niche wealth management and consulting business that provides focused, holistic wealth management advice to entrepreneurs, corporate executives and retirees.

ABOUT US

We believe in building ever stronger relationships to push the boundaries of possibilities for our clients.

We provide focused holistic wealth management advice and services to entrepreneurs, corporate executives and retirees. We do this by fostering strong relationships with our clients, keeping the idea of being human at heart.

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Core Principles

Our wealth management strategy relies on six key business principles, all important in nurturing a mutually-beneficial long-term relationship. We consider the following key values to be the foundations of our business:

About Us
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A two-way partnership with our clients
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Personal
interaction
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As simple as possible, as complex as necessary
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Cost-containment
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Long-term relationships
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Independence
SERVICES

Financial solutions

Sterling Private Wealth prides itself in partnering its clients with highly respected fund investment management teams, both globally and locally.

The greater Sterling advisory team enjoys over 100 years’ experience in retail high net worth client relationships and strategy, and has vast experience in manager selection, interrogation, and approval.

Local Financial Services

Local investments across a full spectrum of asset classes ranging from cash funds through to equity, property and bond funds and where necessary, specialised portfolios such as hedge fund products and structures
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Offshore Financial Services

Direct offshore investments utilising either offshore allowances, or, where these have been fully utilised, additional offshore transfers through negotiated asset-swaps.
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Wealth Management Process

Our wealth management services are specifically geared towards achieving long-term goals and objectives that have been agreed on at the start of our relationship.
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Partnering System Providers

Administration services for the provision of products such as retirement funds and living annuities.
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Investment Management

Sterling Private Wealth prides itself in partnering its clients with highly respected fund investment management teams, both globally and locally.
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The Sterling Times

Delayed gratification

FIELDS

Retirement Annuities For “Dummies”

FIELDS

It Is Not All About the Money

FIELDS

Options for Managing the Affairs of an Incapacitated Loved One

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Are Asset Allocators and Wealth Managers the New Rock Stars?

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Sterling Journal

FIELDS

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Disclaimer

Our businesses

Merchant West offers a wide range of financial and advisory services suited for both you and your business.

Disclaimer

Sterling Private Wealth (Pty) Ltd takes every precaution to ensure that the information supplied on this website is correct.

Nevertheless, all the information supplied on this website is done without warranty, express or implied, as to its accuracy or completeness.

Sterling Private Wealth (Pty) Ltd shall not be responsible and accepts no liability for any loss, liability, damage (whether direct or consequential) or expense that stems from the use of or reliance upon any information, links or services provided through this website. If in doubt please contact us directly.