Client Case Studies

Client case studies Proven Strategies. Real Results. Confidentially Shared.

At Vereles Wealth, our results speak for themselves — but we value our clients’ privacy above all. These case studies are anonymised, yet they reflect the exact type of bespoke, high-performance strategies we deliver for discerning individuals, families, and businesses across South Africa and beyond.

Diversifying a Family Office Beyond Borders

How we restructured a R150 million local equity-heavy portfolio into a balanced global allocation with alternative investments, delivering 12% annualised returns while reducing volatility by 30%.

Legacy Planning for a Multi-Generational Estate

A comprehensive estate duty and succession plan that preserved R85 million in assets and ensured a seamless transition to the next generation.

Crypto & Digital Asset Integration

Guided a private investor in responsibly allocating 7% of their global portfolio to institutional-grade crypto products, enhancing upside potential while managing security and compliance risks.