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At Royale Wealth Management best-in-class advice and niche service offering is designed to help high net-worth clients turn their possibilities into realities.
The company also focuses on independent, tailor-made family office services.
Founder, René Olivier has a passion to share in-depth asset and wealth management knowledge and experience with clients.
Services are product and service provider agnostic, high value focussed, discreet and independent. Staff has extensive experience and qualifications and the boutique service offering ensures a low client to staff ratio.
Value is placed on long-term client relationships and Royale reimagines advice to help each client realise their vision.
Royale Wealth Management is ultimately the glue that holds everything together for families and multi-generational assets.
Investment advice spans beyond traditional liquid investments. Clients have tailor-made portfolios that include unique assets such as private businesses, direct property portfolios, farms, and other liquid local and global investments. Staff has experience in providing investment advice on a range of asset classes and take a holistic portfolio approach.
Investment advice is implemented and monitored to ensure that it performs in line with the latest agreed investment objectives. Pre-determined reporting cycles ensure that clients have full transparency on the performance of their investments. Portfolios are also reviewed and rebalanced where required.
Estate planning, will drafting, educating and training of family members, and executing deceased estates form an essential part of the family office services. Royale Wealth Management project manage these services for clients with their existing service providers, or with outsourced best-in-class independent service providers.
The unique portfolios of clients sometimes require other supporting services such as liquidity planning and management, tax advice, trust and company registration, trust and company secretarial services, and trustee training. These services are project managed for clients with their existing service providers, or with outsourced best-in-class independent service providers.
René Olivier is a Namibian citizen and has extensive experience in investments. His investment career started with PSG Asset Management in Cape Town South Africa, where he worked as an equity analyst, after which he provided wealth and portfolio management services for PSG Wealth Namibia. In 2017 he started the Wealth Management business for the IJG Group where his responsibilities included MD and 50% shareholder and where he assisted to build it to a multi billion business.
Prior to his investment career, René spent 5 years in the USA that included playing tennis, studying and working for 2 different software development companies. René also has project management and business improvement consulting experience within the Rembrandt group of companies (among others) and were involved in other business ventures.
René holds a BA Computer Science degree from Wofford College (USA), a Honours in Business Management and Administration from the University of Stellenbosch Business School (USB), an MBA (cum laude) from the USB and is a CFA charter holder.