Independent, Global Thinking
Carmel Wealth is a privately owned investment holding company founded in Stellenbosch, South Africa. We invest in leading independent wealth management, family office, and risk advisory businesses, supporting them in their growth and succession journeys.
Built by industry veterans with experience in large-scale global financial services, Carmel was created to be a long-term, collaborative partner. Our role is to provide both capital and strategic support, enabling firms to scale, modernise, or plan for succession without compromising what makes them exceptional: trusted relationships, quality advice, and client outcomes.

Respecting Advisor Choice and Independence
Independence sits at the core of our model. With no life company or asset manager as a shareholder, we are free from product bias. Unlike corporate consolidators that channel assets into in-house products, Carmel stands for objective, advice-led solutions that protect and enhance client service.

Flexible Partnership Model
We understand that every practice is unique. That is why our investment model is flexible, offering options from minority stakes to full acquisitions. Whether you are looking for growth, efficiency, succession, or the benefits of scale, we create tailored solutions that align with your business and client commitments.
Carmel Wealth is a house of leading independent brands, united by a shared belief: advice-led practices, supported by independence and exceptional service, are best placed to create enduring value for clients.