Coronation Private Wealth

Money Tailored. Bespoke Wealth Management for Today and Generations to Come.

At Coronation Private Wealth, we believe wealth management is more than managing investments, it is understanding what wealth means to our clients, protecting what they have built, creating opportunities for growth, and helping them achieve their long-term financial objectives.

We provide tailored private wealth and investment management solutions to High-Net-Worth Individuals, families, corporate clients and institutional investors, combining disciplined investment management with personalised advice and trusted stewardship.

Our approach is built around three principles:

Preserve. Grow. Transfer.

We help clients preserve their wealth, grow their capital responsibly, and create structures that support the effective transfer of wealth across generations.

Money Tailored.

Managing significant wealth requires more than access to investment products. It requires a deep understanding of the client, their objectives, their risk profile, their liquidity requirements and their long-term aspirations. What sets us apart is a proven network of investment opportunities with superior returns.

Coronation Private Wealth provides personalised portfolio management, investment solutions, custody, institutional investment management, and estate and succession planning designed around the individual needs of our clients.

We work with individuals, families, businesses, trusts and institutions to develop appropriate strategies for managing and preserving wealth.

Our clients benefit from a relationship-led approach supported by financial expertise, disciplined investment processes and a commitment to confidentiality and professional service.

Solutions Designed Around Your Circumstances

High-Net-Worth Individuals

We provide personalised wealth management solutions for individuals seeking to preserve, grow and efficiently manage their wealth.

Families & Family Offices

We help families manage complex wealth structures, investment portfolios and intergenerational wealth-transfer considerations.

Entrepreneurs & Business Owners

We assist entrepreneurs and shareholders with investment management, liquidity planning and the transition from business wealth to diversified personal wealth.

Corporate Clients

We provide investment and liquidity management solutions for corporates seeking professional management of surplus funds and investment portfolios.

Institutional Investors

We provide investment management solutions for institutions, trusts, foundations, pension-related entities and other sophisticated investors, subject to applicable mandates and regulatory requirements.

Private Portfolio Management

Our private portfolio management service provides bespoke investment management tailored to each client's objectives, risk tolerance, liquidity needs and investment horizon.

We develop and manage portfolios across appropriate asset classes and investment instruments, subject to the client's mandate and applicable investment parameters.

Our process includes:

• Understanding your financial objectives
• Assessing your investment profile and risk parameters
• Developing an appropriate investment strategy
• Asset allocation and portfolio construction
• Ongoing portfolio monitoring
• Performance reporting
• Portfolio reviews and rebalancing
• Liquidity and cash-flow considerations

Our objective is to provide disciplined portfolio management while maintaining a clear focus on each client's individual circumstances. We understand the Zimbabwean macro-economic environment and our team has extensive experience managing investments in a volatile environment.

For clients seeking to manage short- to medium-term liquidity, our managed money market portfolios provide professionally managed solutions focused on appropriate short-duration and money market instruments, subject to mandate and market conditions.

These solutions may be suitable for many of our diverse clients seeking to:

• Preserve liquidity
• Manage surplus cash
• Earn a return on temporarily idle funds
• Maintain access to capital for planned requirements
• Diversify short-term investments

Each portfolio is structured according to the client's liquidity requirements, investment objectives and applicable risk parameters.

Investment values and returns are subject to market conditions and the terms of the relevant investment mandate.

Institutional Capital. Professional Stewardship.

We provide tailored investment management services to institutional investors seeking disciplined management of their investment portfolios and liquidity. Comprising mainly pension funds, this group also includes other institutional investors such as insurance companies, charitable organizations, endowment funds and foundations. Our clients benefit from diversification and higher returns due to Coronation’s unique investment philosophy and style.

Our institutional solutions include:

• Investment strategy development
• Strategic asset allocation
• Portfolio construction
• Liquidity management
• Investment monitoring
• Performance measurement and reporting
• Risk management
• Investment review and advisory support

We work with our institutional clients to establish clear investment mandates, governance frameworks and reporting requirements appropriate to their objectives.

Safeguarding Your Assets.

Effective wealth management requires secure and properly administered custody arrangements.

Our custodial services are designed to provide clients with structured arrangements for the safekeeping, administration and reporting of eligible financial assets, subject to applicable legal and regulatory requirements.

Our services may include:

• Asset safekeeping and administration
• Investment transaction settlement
• Portfolio records
• Statements and reporting
• Corporate-action administration where applicable
• Asset and transaction reconciliation
• Coordination with relevant financial institutions and professional advisers

We place strong emphasis on security, transparency, accountability and accurate record keeping.

Protecting Wealth Beyond Your Lifetime.

Building wealth is one journey. Preserving and transferring it effectively is another.

Our estate and succession planning services help our clients consider how their wealth, investments, businesses and other assets may be managed and transferred in accordance with their wishes and applicable laws.

We work with our clients and their appointed legal, tax and other professional advisers to develop appropriate wealth-transfer strategies.

Our areas of support include:

• Wealth succession planning
• Intergenerational wealth transfer
• Family wealth structures
• Estate planning coordination
• Trust and investment structure considerations
• Business succession planning
• Liquidity planning for estate obligations
• Coordination with legal and tax advisers

Our role is to help clients establish a clear framework for the preservation, governance and orderly transfer of their family wealth.

Beyond Investment Management.

We recognise that significant wealth often involves complex financial, business and family considerations.

Our private wealth advisory approach brings together investment management and broader financial planning considerations to provide a more integrated view of the client's wealth.

Depending on the client's requirements, we can coordinate with:

• Legal advisers
• Tax advisers
• Accountants
• Corporate finance advisers
• Estate planners
• Trustees
• Other professional advisers

This collaborative approach helps ensure that investment decisions are considered within the context of the client's broader financial and family objectives.

Disciplined. Research-Driven. Client-Centred.

We believe successful wealth management starts with a clear understanding of the client's objectives.

Our investment approach is built around:

Strategic Asset Allocation

Determining an appropriate allocation across relevant asset classes based on investment objectives, risk parameters, liquidity needs and time horizon.

Diversification

Seeking to manage concentration risk through appropriate diversification across investments, sectors, instruments and markets where suitable.

Risk Management

Considering downside risk, liquidity, concentration, market and other relevant investment risks as part of portfolio construction and monitoring.

Active Monitoring

Continuously reviewing portfolios and market conditions to determine whether adjustments are warranted within the agreed investment mandate.

Long-Term Perspective

Maintaining a disciplined investment perspective while recognising that clients may have different liquidity requirements and investment horizons.

A Structured Approach to Your Wealth

01 / Discover

We begin by understanding you, your family or institution, your financial circumstances, objectives and priorities.

02 / Assess

We assess your investment profile, liquidity requirements, risk parameters and investment horizon.

03 / Design

We develop a tailored wealth management or investment strategy aligned with the agreed objectives.

04 / Implement

We implement the agreed strategy and establish the appropriate investment and custody arrangements.

05 / Manage

We actively monitor portfolios and investments within the agreed mandate.

06 / Review

We provide ongoing reporting and periodic reviews to ensure the strategy remains aligned with your circumstances and objectives.

Building Wealth That Endures.

Family wealth presents unique challenges. Successful wealth management may require consideration of investments, businesses, property, liquidity, governance and succession across generations.

Coronation Private Wealth works with families to establish a coordinated approach to wealth management, helping them navigate the transition from wealth creation to wealth preservation and ultimately wealth succession.

Our objective is to help families create a framework for responsible stewardship of wealth across generations.

From Business Success to Personal Wealth.

Entrepreneurs often have a significant proportion of their wealth concentrated in their businesses.

As businesses grow, are sold, or generate liquidity, we help entrepreneurs consider how to manage and diversify their personal wealth beyond the operating business.

Our services can support:

• Post-exit wealth management
• Liquidity management
• Investment portfolio construction
• Diversification
• Capital preservation
• Succession planning
• Intergenerational wealth planning

Making Surplus Capital Work.

Businesses and institutions may hold significant amounts of surplus cash or short-term liquidity.

We provide investment management solutions designed to help clients establish appropriate strategies for managing these funds within agreed liquidity, risk and investment parameters.

Solutions may include managed money market portfolios and other appropriate investment mandates.

A Partnership Built Around Your Wealth.

Personalised

Your wealth strategy is designed around your circumstances rather than a standard product.

Professional

We combine investment expertise, financial analysis and disciplined portfolio management.

Confidential

We understand the importance of discretion and confidentiality when dealing with private and institutional wealth.

Integrated

We consider investments within the broader context of wealth preservation, liquidity, succession and financial planning.

Relationship-Driven

We believe significant wealth deserves a long-term relationship supported by accessibility, communication and accountability.

Stewarding Wealth with Purpose.

Our clients entrust us with more than capital. They entrust us with aspirations, businesses, family legacies and long-term plans.

We take that responsibility seriously.

Our commitment is to provide professional wealth management, disciplined investment solutions and trusted stewardship designed to help our clients navigate changing markets and evolving financial needs.

Begin a Conversation About Your Wealth

Whether you are looking to establish a private investment portfolio, manage surplus liquidity, structure institutional investments, safeguard assets or plan for the next generation, our team is available to discuss your requirements.

Coronation Private Wealth

Private Wealth Management | Investment Management | Custody | Succession Planning

Let's build a wealth strategy around what matters to you.

Coronation Private Wealth
A division of Coronation Financial Holdings Limited

Private Wealth Management | Portfolio Management | Money Market Portfolios | Institutional Investor Management | Custodial Services | Estate & Succession Planning

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