Family has always been close to our hearts.
We grew up in the sunny seaside city of Durban and have many fond memories of our father entertaining us with stories of when he used to sail.
This affinity for sailing lends itself to proper wealth management. Whether you’re facing stormy seas or have the wind in your sails, you need a skipper who will stay the course and get you to your destination successfully.
Chadbourne Private Wealth are experienced independent wealth managers who specialise in financial planning, asset management and entity structuring for families.
Wealth Management
Chadbourne Private Wealth takes a professional, experienced and disciplined approach to managing the financial affairs of clients. We focus on the client’s full financial needs and provide a holistic view of their financial wellbeing.
Our portfolio of clients includes high net worth individuals and practicing professionals.
| Family |
| We are a family-owned business that understands the importance of family when it comes to managing finances and planning for the future. We are here to help you make the best possible decisions and are sensitive to you and your family’s needs. |
| Independent |
| Chadbourne Private Wealth is a privately owned wealth management business, which is independent from all banks and investment product providers. This means we offer our clients unbiased and honest financial advice that is based on their needs and objectives. |
Wealth Managers
Chadbourne Private Wealth consists of two highly respected wealth managers, Michael Chadbourne and Michelle Demont.
Michelle spent several years working at one of South Africa’s major banks.
She began in the Private Banking sector before discovering her true vocation when she joined the Wealth Management team.
She is passionate about family and finance, and this has inspired her to study towards becoming a CFP (Certified Financial Planner). Now in the final year of her studies, she is on the cusp of turning her vision into a reality.
Michelle enjoys cycling, golf, and spending time with family and friends.
Michael spent ten years working at one of South Africa’s largest banks. He started off in the Private Banking sector before moving on to become a valuable member of the Wealth and Investment team.
Michael is passionate about finance and is extremely knowledgeable about local and offshore investments, entity structuring and retirement planning.
Michael has spoken at numerous conferences and functions, which aim to educate families on the importance of managing their finances and planning for the future.
Michael’s hobbies include hiking, trail running, and enjoying a good movie.
Sailing requires extensive preparation before embarking on the journey, it requires a skilled crew and an understanding that a journey will have days with ideal sailing conditions and other days with unexpected storms. Both these days require a crew that is skilled, tenacious and have the preparations in place to complete the journey.
Financial Planning.
In sailing, the preparation before the journey is important to put you in a position for a safe and successful journey. Chadbourne Private Wealth follow an extensive and planned process for understanding you, considering your objectives, needs and tolerance for risk. This offering considers all aspects of your financial affairs and creates a plan that can weather all conditions in your life.
Asset Management.
While sailing, the captain and crew need to continually adjust the yacht for optimum speed and conditions. It can be lonely when traversing a sea, which is why Chadbourne Private Wealth continually review and advise on your investment portfolio both locally and offshore and manage in accordance with you and your family needs.
Entity Structuring.
Lastly, a yacht (like all vehicles) needs maintenance to operate well during good and tough conditions while not letting the captain and crew down. So Chadbourne Private Wealth facilitate the extensive process of fiduciary, tax and estate planning requirements for high-net worth and professional client’s and their families. Ensuring the entities and vehicles that you use, is the best possible vehicle for you to achieve your needs and objectives.