CI­TADEL

Financial Mail - Investors Monthly - - Cover Story -

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.

El­i­gi­bil­ity

Flex­i­ble/R5m in AUM.

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