Investing that stands the test of time.
Welcome to Caliber Wealth.
Most high-net-worth investors don’t manage to preserve wealth for future generations.
Why is that?
They face significant challenges that are often difficult to identify and manage.
To overcome those challenges, Caliber Wealth provides personalised wealth management services for Family Offices, Very-High-Net-Worth Individuals and For-Purpose Funds. We work with you to fund your family and institution’s current objectives, along with preserving that wealth across generations, to stand the test of time.
We invite you to take a few minutes to see how we can help you with the significant challenges you face.
“Our culture is focused on understanding who you are, your situation, and what you are trying to achieve – and then ensuring our approach is directly aligned to your needs and requirements.
How do we enable you to realise your wealth management objectives? By delivering truly aligned, personalised solutions for our local clients backed by global investment solutions.”
Our expertise
Meeting the objectives and challenges you face requires deep expertise, knowledge, experience, and a team of dedicated people. We combine these qualities along with a client-centric culture that emphasises a collaborative, enduring partnership approach.
The team at Caliber Wealth have decades of extensive multi-disciplinary financial services experience. We partner with a specialist investment manager, Caliber Investment, to ensure we provide effective, aligned investment solutions for you.
Our approach
Context matters... and understanding yours is critical. That’s why we place considerable importance on getting to know your context by working closely with you and your professional advisors. Then we can gain a deep understanding of your objectives, as well as the challenges and risks you’re exposed to as a long-term investor, to develop an holistic appreciation of your precise needs.
Once that understanding is reached, we then work closely with you and Caliber Investment to develop a personalised wealth management solution that aligns and integrates these significant challenges and risks. This will maximise the probability of meeting your long-term objectives.