Founded in 2010, Caravel Partners Ltd. is an offshore wealth management and HNW boutique services business privately-owned by British and South African nationals who have some 100 years of combined wealth management, banking and other financial services experience. The company’s owners have worked all over the world, including the Gulf, Central Asia, South-East Asia, China, Russia and other ex-USSR republics, and of course in Africa.
What sets us apart is our approach, products & HNW solutions. We also strive to save you money. The traditional model in offshore financial services comes at a price to you. All too often, self-interest drives the choice of the financial product you will be offered.
Caravel on the contrary will offer you the right investment solution for your financial planning goals, while striving to minimize your costs at the same time.
Caravel Partners is licensed and regulated in the Republic of Zambia by the Securities and Exchange Commission with licence number IAL/52/23. It is also a full member of the Capital Markets Association. Its Investment Advisors all hold the statutory Zambian Investment Advisors and Stockbrokers qualification as well as various qualifications from both London’s Chartered Institute of Securities and Investment (CISI) and the Chartered Insurance Institute (CII).
This article is written by our partner company in Dubai, Kingsbury & Partners (https://kingsburyandpartners.ae/) and used with thanks. Understanding your risk profile is critical to building a portfolio that matches your goals, timeline, and comfort with volatility. Whether you’re a conservative or aggressive investor, knowing your risk tolerance helps guide smarter, more aligned investment decisions. […]
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INVESTMENT TERMS In the realm of investing, a crucial concept to grasp is "investment appreciation," which encapsulates the growth in an investment's value over time. This phenomenon pertains to the disparity between the initial acquisition cost of an asset and its current valuation. This principle is applicable across various investment types, ranging from stocks, bonds, […]
ESG stands for Environmental, Social, and Governance. This fashionable investment stance has replaced to a large extent the Western world's earlier fascination with 'ethical investing'. The three factors are used to measure the sustainability and societal impact of an investment in a company or business. The goal of ESG investing is to consider more than […]
Venture Capital is a specialized form of investment that plays a crucial role in funding early-stage and high-risk companies with promising business ideas or innovative products. These startups often lack the necessary funding to turn their vision into reality, making them attractive prospects for venture capitalists. In essence, venture capitalists are individuals or firms that […]
What is a bear market? In the world of investing, you often hear terms like 'bull market' and 'bear market.' These terms refer to the general trends or direction in which a market is moving. A bear market is a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism […]
© 2024 Caravel Partners (Zambia) Ltd | Caravel Partners (Zambia) Ltd and Caravel Partners (Uganda) Ltd. are wholly owned by Caravel Partners Ltd., registered in the Seychelles with reg number 238002.
Caravel Partners (Zambia) Ltd is licensed by the SEC in Zambia - License No. IARL/23/52
