Independent Wealth Advisory
Navigate your wealth across borders
Caravel Partners is an independent advisory firm serving private clients, entrepreneurs, and expatriate professionals across Africa. We help you build, protect, and mobilise your wealth — connecting you to global investment platforms, international protection, and residency programmes.
Headquartered in Lusaka. Serving clients across Sub-Saharan Africa.
Our Practice
Risk-managed offshore portfolios, alternative investments, tax-efficient structures, education fees planning, Islamic investment, and retirement strategies — designed for African and expatriate investors seeking global diversification.
Life cover, income protection, critical illness, keyman and shareholder insurance. African wills and trust structures to safeguard your family and business across generations.
Residency and citizenship programmes, international property acquisition — opening doors for African families and expatriate professionals seeking a borderless lifestyle.
$120M+
Assets under management
200+
Families served
15+
Years of advisory
12
Countries covered
Our Approach
Independent advice, built around you
We are not tied to any single product provider, platform, or jurisdiction. Every recommendation we make is driven solely by what is right for your family. We begin with a deep understanding of your circumstances — your assets, your ambitions, your concerns — and build a strategy that spans investment, protection, and mobility.
Based in Lusaka and serving private clients across Sub-Saharan Africa, we understand the realities of building wealth on this continent: currency risk, regulatory complexity, the demands of extended family, and the aspiration to protect what you have built. Whether you are a business owner in Lagos, a mining executive in Kitwe, or an expatriate professional in Nairobi — our solutions connect you to world-class offshore platforms, international property markets, and residency programmes that open doors for you and your children.
How we work
01
Discovery
We listen. A detailed conversation about your assets, goals, family, and concerns.
02
Strategy
We design a plan spanning investment, protection, and mobility — tailored to you.
03
Implementation
We execute across platforms, jurisdictions, and providers. You approve every step.
04
Stewardship
Ongoing reviews, rebalancing, and adaptation as your life and markets evolve.
Latest from The Continental
Market Commentary
From the Naira to the Kwacha, local currencies face structural headwinds. Sophisticated investors are quietly repositioning into hard-currency assets.
24 March 2026 · 8 min read
Wealth Planning
New cross-border reporting requirements are forcing a reassessment of how wealth is held, transferred, and protected across jurisdictions.
18 March 2026 · 6 min read
Global Mobility
The revised programme offers a narrower but still compelling pathway for African professionals seeking European tax residency.
11 March 2026 · 5 min read
Client perspective
“Caravel helped us see beyond our local currency. Within eighteen months, we had a diversified offshore portfolio, proper estate planning, and a clear path to European residency for our children’s education. They changed how we think about our family’s future.”
— Mining executive, Southern Africa
About the firm
Caravel Partners is an independent wealth advisory headquartered in Lusaka, serving private clients and expatriate professionals across Africa. We help families and entrepreneurs build, protect, and mobilise their wealth across borders. We are not tied to any single product provider — our advice is driven solely by what is right for you.
The Continental
African Wealth Intelligence
Weekly insights on markets, planning, and mobility for African and expatriate investors.