# BoE Private Clients

BoE Private Clients is an Asset Manager based in Cape Town, South Africa.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Cape Town, South Africa
- **Region:** Africa
- **Address:** Cape Town, South Africa
- **Assets under management:** Undisclosed
- **Website:** boeprivateclients.co.za

## Regulatory record

- **Reports private funds:** No

## About

BoE Private Clients is an asset manager based in Cape Town, South Africa. It manages approximately $4.1 billion in assets. The firm advises high net worth individuals and families on investment strategies.

## Questions

### What kind of clients does BoE Private Clients serve?

The firm serves high-net-worth individuals, families, trusts, and charitable foundations, predominantly from South Africa. Its fiduciary practice handles estate planning, intergenerational wealth transfer, and offshore structuring for South African families with cross-border assets. The client base is drawn from generations of South African entrepreneurs, professionals, and family enterprises who value the combination of banking infrastructure and personalized advisory delivered from the Cape Town headquarters.

### Does BoE Private Clients allocate to alternative assets?

Yes. The firm offers exposure to private equity and property syndications through its parent group's origination network and fund relationships. These allocations sit within bespoke discretionary portfolios that also include local and global equities, fixed income, and cash instruments. The firm constructs portfolios around each client's risk tolerance, liquidity needs, and tax position rather than relying on off-the-shelf model portfolios alone.

### Is BoE Private Clients regulated as an investment manager?

Yes. As part of Bank of England in South Africa, the firm operates under the supervision of both the Prudential Authority and the Financial Sector Conduct Authority. Its advisory and discretionary investment-management activities are governed by the Financial Advisory and Intermediary Services Act. Client assets are custodied within the regulated banking group, providing a layer of statutory protection that distinguishes it from standalone advisory practices.

### What fiduciary structures does BoE Private Clients offer?

The firm administers trusts, executorships, and estate-planning structures designed to manage succession and estate-duty exposure under South African law. It also coordinates offshore trust and company structures for families holding assets in jurisdictions such as Mauritius, the United Kingdom, and the Channel Islands, drawing on the parent group's network of legal and tax professionals.

### Can BoE Private Clients extend credit against an investment portfolio?

Yes. Because the firm sits inside a licensed banking group, it can offer Lombard lending facilities and structured credit solutions secured against clients' investment portfolios. This integrated banking-and-investment model allows clients to access liquidity without disinvesting from long-term portfolio positions.

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Updated: 2026-06-03T20:00:00.000Z

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