Begin with a letter,
not a pitch.
Begin with a letter, not a pitch.
Correspondence
info@vereles.com- Presence
- Africa-rooted, globally capable. By introduction.
- Reply
- Replies within one business day
- Mandate cap
- We run no more than twelve retained mandates at a time and open two to three new mandates in a typical year.
- Legal entity
- Vereles Wealth (Pty) Ltd
What we will,
and will not do.
We do not sell product, place insurance, or earn trailer fees. We do not execute transactions on a discretionary basis, and we do not hold client assets. We are retained to diagnose, structure, build, and coordinate a programme, not to turn a correspondence into a product sale.
We do not act as a licensed Financial Services Provider; regulated advice is rendered under the licence of an authorised third-party FSP. Where the programme needs regulated advice, brokerage, custody, tax, or legal execution, we work alongside the authorised specialist and keep responsibilities explicit.
We do not publish client names, AUM figures, or case studies. Mandates stay confidential. If the fit is sound, the work closes with every retained engagement closes with a written handoff, signed off against the original brief, and a calendar for the season ahead. If it is not, we will say so plainly and leave the correspondence there.
If the season ahead
fits the practice.
We maintain a small number of retained mandates and open new mandates selectively. Write to the private office. We reply with care, and without obligation.
For how we work, see the practice.