CITADEL INVESTMENT SERVICES
Investment Services in Cape Town

We realise how hard-earned their wealth is, and we're mindful of what keeps them up at night. What kind of legacy do you want to leave your family? Your investment temperament is carefully matched to your advisor’s. Wealth brings many benefits, but can also mean a great deal of complexity. This is achieved through actuarial cash flow modelling, enabled by our market-leading proprietary software systems. Add in the expertise of our professional and progressive team, and you’ve got the best investment approach for your specific requirements. Throughout our time together, we’ll continue to revise and assess your needs and ensure that your financial plan stays flexible. Everything we do remains confidential; you can be sure of our discretion. Employing this approach means emotions can be kept out of the process. We stress-test our investment strategy and portfolios against various economic scenarios and adjust portfolios where necessary to minimise the impact of uncertainty and unexpected surprises. Strict adherence to these pillars guards against emotional investment decisions and enables Citadel to construct robust, long-term portfolios. This is the bedrock of our investment philosophy; and the approach which underpins our investment practice. (Many competitors gauge it, for example, per fund.) It’s not the easiest method, but we believe it’s the most useful. We can show you where every cent goes, at any time. When you compare like with like, Citadel offers true value. Although building and securing the wealth of our clients is the Peregrine Group’s top priority, we also recognise the need to contribute towards the socio-economic development of South Africa. In addition to our staff-lead charity initiatives, Peregrine aspires to spend 1% of its South African subsidiaries’ net profit after tax on social initiatives. Welfare One month's funding to allow the shelter to run at full capacity. Education: early childhood development ECD projects to establish services including skills-training and entrepreneur resourcing in previously disadvantaged communities. Based in Mooiplaas informal settlement, Pretoria, this preschool provides vulnerable children with nutritional meals and education in a safe and stable environment. An independent trust established to support financial consumer education initiatives. Education and training Promotion of financial education through a variety of projects to previously disadvantaged individuals. HCG seeks to raise awareness of the evils of genocide, the consequences of prejudice, racism, antisemitism and xenophobia, and the dangers of indifference, apathy and silence.