What we say
Citadel, a wholly owned subsidiary of the listed Peregrine Holdings, has been pursuing a growth strategy and is now consolidating. It has merged the recently acquired The Wealth Corp and other business units into the Citadel brand to form Citadel Wealth. It acquired Consolidated Financial Planning, now called Citadel Financial Planning, and launched a specialist private client share portfolio company, BayHill Capital. These changes have grown the demographic footprint, enhanced client interaction and expanded its investment solutions, providing greater flexibility for clients and new ways of accessing financial markets. Through BayHill, it offers domestic and offshore direct share portfolios. The firm provides bespoke wealth management solutions, widening its focus from its past specialisation in wealthy retirees.
Flexible/R5m in AUM.