Citadel has recently received the 2024 Capital Finance International (CFI.co) award for Excellence in Strategic Portfolio Construction (South Africa). CFI.co is a global publication that reports on business economics and finance.
This is a significant accolade for us and our asset management team, as nominations for the award are from external parties who are not part of our business. This speaks to the leading role that we have within a highly competitive financial services industry. “Citadel manages its clients’ global wealth. This award recognises that our process, distilled over 30 years, truly delivers on the objective of providing our clients with a world-class, global wealth management solution,” says George Herman, Citadel Chief Investment Officer.
Our investment philosophy is anchored on the principles of valuation, asset allocation, and diversification. Valuation is important to ensure sound investment decisions while we prioritise asset allocation as the primary driver for returns. We navigate market volatility and mitigate investment risks through diversification. Our strategy is also aligned with long-term sustainability goals, supported by our commitment to ethical and responsible investing.
To read more about the award click here.