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Aneni – Answering all your financial aspirations


Best of class services at your fingertips, we strive & ensure that our Services are Premium quality.

Initial Consultation

With Aneni Capital, you will be guaranteed to always meet with our most senior executive partners. We take great delight in getting to know you. We utilize an Active Listening approach, putting ourselves in your shoes every step of the way. You can look forward to a totally client focused meeting in our endeavour to fully get to know you and understand your goals.

Financial Overview and Strategy

Decades of dealing with people's wealth has given us a deep understanding of the journey our clients undertake as their wealth evolves. Aneni Capital experts use this insight to think innovatively and laterally to advise on investments. Your dedicated specialist business partners alongside our Aneni specialists can help with all your financial planning needs, from cash deposits to investing, pensions to philanthropy. We’ll help you make the most of your money.

Long Term Financial Planning

Individual, comprehensive financial planning is key in each stage of your life. Your personal advisor will be delighted to help you with a complete analysis of various life stages. For example, we can help you look at your long-term retirement planning or the financial impact of other key events in your personal life. Are you thinking about passing on your fortune to the next generation?

Aneni will help you make the most of your money and leave it to your loved ones in the way you desire. And if your plans include supporting a worthy cause you care about or ensuring the longevity of your business, we can advise you on that too. Whether it comes to your private assets, your estate planning, or corporate succession, our expert partners will tailor make you the perfect solution and ensure that everything is handled according to your wishes.

Price is what you pay, value is what you get.

Concierge Private Banking

Private banking assistance from experienced international bankers who know the banking system inside out. Aneni offers side by side bank account opening, negotiating the lowest banking fees.

Aneni will also interface on your behalf with your bank to complete all your day to day needs efficiently and discreetly, which means you can allocate your precious time to more pressing matters. As part of the concierge service (should you require), you also have access to some well established key business partners who are all leading in their field such as Actuaries, Accountants, Tax Planners & Lawyers.

Structured Financing Solutions

With a background in international banking Aneni has established and secured key strategic relationships with all the major blue chip banks and Investments houses globally. We are extremely excited to offer you and introduce you to your new private banking and wealth management relationship. Where you can expect to get the most attractive pricing in the marketplace, alongside the most efficient and personal service.
We have secured great terms on a broad range of Banking and Investment products some of which include; Top Flight Banking; Business Loans, Olim Loans, Back-To-Back loans, Lines of Credit, Foreign Exchange, Letters of credit and Bank Guarantees; Best-in-class Investments, Wealth management, portfolio management, Alternative Investments, Property Investments, Hedge Funds & Mutual Funds.

Personalized Budgeting

A robust budget is key for any financial success. In Aneni's tutorials, we’ll plan and develop a workable, liveable and flexible budget, using a simple method that doesn’t require you to spend hours filling out laborious Excel sheets. We all know that finding the perfect balance committing to it can be really tough, so we’ll work with you to create a personalized plan that fits your unique needs and enables you to start saving for upcoming trips, family celebrations (S'machot), moves, and more.

Do not save what is left after spending, but spend what is left after saving.

Legacy Planning

A "Legacy plan" is a fairly new term for "Estate plan".
It makes it easier for your heirs to follow your final wishes.
Legacy planning lets you take control of how your estate will be handled.

A very rich person should leave his kids enough to do anything, but not enough to do nothing.

When transferring your assets to the next generation of loved ones, you’ll want to have a plan in place. The threat of the global pandemic has brought our mortality into greater focus and created a sense of urgency for being prepared. This means planning how all of your assets and property will be passed onto your designated heirs.

Until recently, creating a plan for resolving your affairs often only carried one name: “estate planning.” Now, many have come to rebrand it as “legacy planning.” Either way, it means carefully planning how you’d like to transfer your assets and how to minimize the tax impact when that happens.

This can be a simple legacy plan, something very complex, or something in between. The difference depends on the assets and property held in your estate.

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Together we will succeed.

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