Founded in 2006, Capta Wealth was established as a global currency and wealth management provider in South Africa. Over the years, we have streamlined our business to focus on one thing. Your wealth. In fact, where we have seen the need for other financial services, we have developed companies to provide those solutions so that they wouldn’t distract us from what we are truly passionate about. This has given us the freedom to master the local and offshore environments so that we can cater for every aspect of wealth management. With this in mind whether you are a private individual or company, the service you receive is personal, professional and tailored to suit your financial needs. Where there isn’t a financial solution that meets your requirements, we’ll create one. Our offices around the country and offshore, are poised for wealth creation. Let us focus on yours. 

OUR SERVICES EXTEND BUT ARE NOT LIMITED TO THE FOLLOWING AREAS:

•	Local and Offshore Investment Management Services
•	Pre and Post Retirement Planning
•	Risk and Estate Management Services
•	Wills and Trust Services
•	Tax Planning
•	Employee Benefit Solutions
•	Corporate Insurance
•	Corporate Cash Management
•	Foreign Exchange Solutions (through our sister company Capta Forex)

Capta Wealth

Neale Lucas-Bull

This department provides financial planning and investment management services to high-net-worth individuals and families.

Wealth Management

This department focuses on the development and management of short-term insurance products and services.

Capta Wealth

Org chart

Teams

Wealth Management

Short Term Insurance

Offices