The flame within
Investment as a partnership.
The wealth journey.
Caleo Collective is a globally diversified group of financial services companies, based in South Africa, supporting clients to align their wealth to purpose. Twelve companies. One flame within.
Opening
What is Caleo Collective?
Caleo Collective (“Caleo”) is a globally diversified financial services group of companies based in South Africa. We provide family office services, wealth management, asset management, direct private equity, venture capital, impact investing and global banking solutions to our client base.
These specialised investment solutions are delivered by individual businesses within the Collective — each led by experts in their field. They deliver for clients in a customised and transparent way. Every client’s interests and needs are assessed through an in-depth process of relationship-building and ongoing conversation.
Over time, Caleo has grown into a dynamic community that takes a holistic approach to wealth, and assists the clients it serves to align their wealth to purpose.
Caleo Collective may also be referred to as the Caleo Group of Companies.
Operational Presence
Investments
40+Portfolio companies
5Continents
3Operational markets
United States
GetBackd · Westview
United Kingdom
Carifit
Germany
Encore Properties
South Africa
Ozow · SnapSave · GoMetro · Flow · Mobiz · SMEasy · Arscan · Cultura Fresh · FinChatBot · i-G3N · Geestep · e-qualization · Belisa · Taylor-Made · Black Onyx · Curiocity · ProfitShare Partners · Shumba Energy · Arkan Dawn · i_X · clearGROUP · Nucleus · rueh · HairCity · nativechild · Project 58 · Wukina · Waterberg
Botswana
Etavi Renewables
Australia
CCG
At a Glance
Twelve companies. One flame within.
The Caleo Collective group of companies, organised by capability.
Wealth Advisory
Family office, wealth management, asset management, fiduciary services.
Caleo Capital
Family Office · Wealth Management · Asset Management (SA)
Caleo USA
Integrated wealth advisory for SA families in the US
Caleo Fiduciary
Fiduciary services and trusts
Private Markets
Direct private equity, venture capital, and impact investment.
Caleo Private Equity
Global, flexible, opportunistic private equity
Secha Capital
Sub-Saharan Africa private equity impact investment
Kalon Venture Partners
South African disruptive tech venture capital
Listed Markets & Stockbroking
Agnostic asset consulting, local and global stockbroking.
Geo Global
Agnostic asset consulting & outcomes-based portfolio management
518 Portfolio Management
South African and global stockbroking
Banking
Swiss banking, structured products, and offshore solutions.
Verum Capital
External asset management, structured products, securitised lending, offshore banking
Consulting
People consulting, impact advisory, ESG and community development.
Caleo Consulting
People consulting · Enneagram · IQ/EQ/SQ/AQ framework
Nia Impact
Africa-based impact, ESG & community advisory
Structure
GROUP STRUCTURE
The Caleo Collective — group structure.
THE CALEO COLLECTIVE
Ultimate Parent Entity
Holds all interests shown below
Strategic Pillars
The Collective's five pillars reflect the integrated service model — each operates as a specialist
discipline while contributing to a unified client proposition.
Caleo Philosophy
— Caleo · Latin · v.
“Caleo” emanates from a Latin term, meaning “the flame within”.
As entrepreneurs, we have a healthy respect for the passion, commitment, and ingenuity it takes to succeed in commerce and life itself. Entrepreneurs, professionals, artists, and musicians — though they may contrast in invocation — all share the same burning desire to create and build something meaningful. This comes from their Caleo, their flame within. We like to think we share our clients’ drive and passion, and take a collaborative approach to wealth management, in order to partner with our clients to achieve their investment goals.
Caleo Mission Statement
We believe that investment transcends a monetary connection between two people. It’s a partnership of ideas, values, and philosophies, where the benefit is shared. Where common purpose creates aligned outcomes. Where your wealth journey is our wealth journey. Where a meaningful connection provides the opportunity to collaborate and co-create.
Our Client Experience
Caleo understands me first, and my money second. To travel a meaningful wealth journey, I need a partner who is connected to my ideals, values and philosophies. A partner who puts my purpose at the centre and then defines my investment strategy. Caleo’s connected, collaborative approach means they succeed when I succeed.
In Practice
Our philosophy lives in three ways.
01
Doing well, whilst doing good
In everything we do, we consider the effect on all stakeholders: the social and environmental impact of our investment decisions; deepening connectivity inside the organisation and with clients through compassion and humility; working with external organisations on social and environmental sustainability; and using alternative, shared spaces that enhance creativity, connection and mindfulness.
02
Partnership for growth and a shared-value ecosystem
Partnerships with aligned individuals at multiple levels are core to Caleo’s growth. Business Partners bring skills or products in-house. Executive Partners — our growing network of financial advisors and wealth managers — extend our global reach. Strategic Partners act as business introducers, often emerging from our existing client base.
03
People centricity and internal innovation
Caleo fosters an entrepreneurial mindset by integrating life and work, giving employees a voice in decision-making, and co-developing business opportunities with our people. We support innovation, continuous improvement, knowledge-sharing, and the personal growth of all employees.
Caleo Community
Our Community
At the core of our community are our clients. We serve them — and we partner with them. Our community extends outward in deliberate layers, each intentional about realising opportunities for collaboration and shared value.
“We partner and collaborate with people to realise their financial objectives in relation to their life. Core to Caleo’s philosophy is a circular relationship with clients, built on shared value. In everything we do, the benefit should always be mutual. Caleo Collective aims to align people, planet, profit, and purpose in service to all its stakeholders.” — Nicholas Liebmann, Co-CEO Caleo Collective
Partnership Strategy
Three ways we partner.
We encourage collaboration between clients, entrepreneurs, investors, suppliers and creatives that form part of Caleo Collective. Through shared value, we engage with all partners in a fair and equitable way.
Strategic Partners
Clients, individuals or companies that introduce business opportunities and/or clients.
Executive Partners
Wealth Managers and Financial Advisors, based globally, aligned with Caleo’s philosophy and building their own book of clients with Caleo.
Business Partners
Individuals with specific expertise who form subsidiary businesses under Caleo Collective, providing services to our clients and community.
The Caleo Way
The Holistic Wealth Journey.
Most wealth managers stop at the balance sheet. We start before it. Caleo’s approach recognises that true wealth takes many forms — and that it unfolds across a lifetime. This is how we do things differently.
ONE · EIGHT FORMS OF CAPITAL
Wealth is more than money.
Every life holds eight forms of capital. Financial capital is only one. A meaningful wealth strategy attends to all of them — because you do.
HOVER OR TAP A FORM
Eight Forms of Capital
Every person’s life holds multiple forms of wealth. The financial balance sheet captures just one. Caleo’s role is to understand all eight — and design a wealth strategy that honours how they move, trade, and reinforce one another across your life and your legacy.
Financial Capital
The money itself. Assets, liabilities, investments, liquidity, income, and tax. Most of the industry stops here. We start here, and then keep going.
Living Capital
Health, energy, land, soil, food, water. The living systems that sustain you and that your wealth depends on. The quality of the life your capital supports.
Material Capital
The physical things wealth touches — homes, businesses, infrastructure, tools. How they are owned, structured, insured, and eventually passed on.
Social Capital
Relationships, networks, reputation, and trust. The people you know and the access they open. A client’s social capital is often their most productive asset.
Experiential Capital
What you’ve lived through and learned by doing. The wisdom that cannot be transferred on a balance sheet — but which shapes every decision that uses one.
Intellectual Capital
Knowledge, expertise, ideas, intellectual property. The distinctive thinking that built your wealth, and that the next generation must inherit alongside the money.
Spiritual Capital
Purpose, meaning, conviction, faith. Why your wealth exists in the first place. Without it, financial capital tends to drift. With it, every other form gains direction.
Cultural Capital
Values, traditions, family narrative, belonging. The stories a family tells about itself, and how wealth is used to sustain identity across generations.
TWO · THE JOURNEY, STAGE BY STAGE
Wealth is a lifetime — and beyond.
We meet clients wherever they are in the journey, and walk alongside them through the stages that follow. Every stage has a purpose, a need, and a specific set of ways we show up.
01
Orientation
Awareness, diagnosis, and the first relationship of trust.
CLIENT NEED
A starting point. Language for what wealth means to them. Somewhere to begin that isn’t a product pitch.
HOW WE SHOW UP
- Life AIM assessment
- Wealth University onboarding
- Introductory advisory conversation
- Curated content pathways
02
Foundation
Cash flow, basic planning, and healthy money habits.
CLIENT NEED
Order. A clear picture of where money goes, what a basic plan looks like, and the habits that compound quietly over decades.
HOW WE SHOW UP
- Financial planning & cash reserve design
- Investment account setup
- Coaching & Wealth EQ work
- Ongoing advisory
03
Build
Career and business growth, asset accumulation.
CLIENT NEED
A partner as things accelerate. Smart advice on assets, access to liquidity when needed, and a community of people solving similar problems.
HOW WE SHOW UP
- Wealth advice & portfolio construction
- Business & career support
- Bridge & Lombard lending
- Wealth University & partner referrals
04
Scale
Enterprise growth, M&A, governance.
CLIENT NEED
Depth. Proper governance, structuring that holds up under scrutiny, people around the table who have done this before.
HOW WE SHOW UP
- M&A support
- Tax & trust structuring
- CFO secondment & private markets introductions
05
Transition
Liquidity events, business exits, cross-border moves.
CLIENT NEED
A steady hand at the hinge moment. The right advice, in the right order, from people who have walked clients through this before.
HOW WE SHOW UP
- Business exit advisory
- Liquidity planning
- Family office setup
- Immigration & relocation support
06
Family & Legacy
Succession, philanthropy, the next generation.
CLIENT NEED
Continuity. A way to prepare the family, shape what gets passed on, and put purpose behind giving — so wealth keeps meaning beyond the person who built it.
HOW WE SHOW UP
- Family governance & constitutions
- Wills, trusts & succession
- Next-generation education
- Philanthropy design, retreats & foundation work
THREE · WEALTH EQ
How you relate to money is part of the portfolio.
The spreadsheet is only half the picture. How you think, feel and behave around money drives the outcomes as much as the assets do. We help clients see themselves clearly — and then build wealth in a way that fits who they actually are.
VALUES
Values exercises
What matters most, in order. Where money sits against family, health, purpose, freedom, legacy. Without this, strategy drifts. With it, every financial decision has a reference point.
PATTERN
The Enneagram
Nine core motivations, nine distinct relationships with money. The Enneagram helps us understand how a client instinctively relates to risk, security, generosity, control, and enough — and then build advice that works with those instincts, not against them.
Used across Caleo Capital and within Caleo Consulting, with 20+ years of practitioner experience.
BEHAVIOUR
Money narratives & behaviour
The beliefs about money inherited from family and shaped by early experience. Surfacing them is often the unlock for better decisions — and for conversations between partners and generations that would otherwise stay stuck.
WHY IT MATTERS
Two people with the same balance sheet can live two completely different lives — one anxious, one free. Wealth EQ is how we make sure the wealth we build actually serves the person who holds it.
“We are different because we take the time to understand our clients, beyond the numbers and into the deeper aspirations for each’s wealth legacy and journey.” — Emmanuel Amaning, Director
Leadership
Meet the team.
The leadership team behind Caleo Collective.
Garth Wellman
Group CEO & Co-Founder · Management Team · Board of Directors · Investment Committee · Family Office · Asset Management
Nicholas Liebmann
Co-Founder · Management Team · Board of Directors · Executive Committee · Group Head of Strategic Partnerships · Strategic Advisor
Emmanuel Amaning
Director · Management Team · Investment Committee · Board of Directors · Wealth Management
Daniel O’Driscoll
Group Head of Financial Services · Board of Directors · Management Team
Deirdre Van Niekerk
Board of Directors & Company Secretary
Caleo Spaces
Where we gather.
Offices, nature, and tables. Three kinds of space Caleo uses to engage with the community.
Houghton, Johannesburg
Caleo’s primary office in Houghton. The businesses that operate here include Caleo Capital, Caleo Private Equity, 518 Portfolio Management, Verum Capital, Secha Capital, and Kalon Venture Partners. The office design incorporates principles of Feng Shui — a philosophy that seeks balance and harmony between elements and their surrounding environment.
Glenhove Square, 71 4th Street, Houghton, Johannesburg, 2198
Victoria Junction, Cape Town
Caleo has access to shared office space centrally located in Cape Town.
Victoria Junction, Prestwich Street, Cape Town, 8001
Fifty-Eight in the Cradle (‘58’)
58 is a retreat just across from NIROX Sculpture Park in the Cradle of Humankind. By creating ecologically restorative spaces and programmes, 58 seeks to enable a more conscious and connected existence. Caleo uses this space for team-building, strategy sessions, curated workshops, client generational planning, wellness programmes, and intimate engagements with clients and community.
www.58.life · www.farmhouse58.com
NIROX Sculpture Park
An outdoor sculpture park with regularly changing installations by local and international artists, scattered amongst 15 hectares of grassy fields, trees and waterways in the UNESCO-declared Cradle of Humankind. Caleo is a proud sponsor of NIROX’s flagship events.
www.niroxarts.com
And Then There Was Fire
The restaurant at NIROX Sculpture Park, serving organic and fresh ingredients flame-grilled with a hint of Argentinean flair.
www.andthentherewasfire.com
Che Argentine Grill
An authentic Argentinean restaurant in Parkwood, Johannesburg. Intimate dining with both indoor and outdoor settings.
www.cheargentinegrill.co.za
Our Companies
Twelve operating companies.
Each subsidiary is led by experts in its field and delivers solutions in a customised and transparent manner.
Caleo Capital
JOHANNESBURG · SA
Family Office · Wealth Management · Asset Management
Caleo Capital is the core South African entity within the Caleo Collective, integrating family office services, wealth management, and asset management under a single operational unit. We bring all the essential parties a family relies on — financial, fiduciary, risk, and investment — into one place, and deliver through in-depth relationship-building. Our asset management capability offers six investment funds (four local, two offshore) spanning conservative income through pure equity, built largely on a fund-of-funds approach.
- Family office & single-touch-point management
- Wealth management & investment advisory
- Asset management (local & offshore)
- Tax & structuring
- Global citizenship planning
- Forex solutions
- Wealth & wellness programmes
- Generational planning
SERVICES
Caleo USA
FLORIDA · USA
Integrated wealth advisory for South African families in the United States
Caleo Capital NA LLC provides integrated wealth advisory and asset management to high-net-worth clients, primarily South African families who have relocated to the United States. Many families retain tax compliance obligations in South Africa whilst being taxed in the USA as residents — requiring specialist advisory with deep knowledge of double tax treaties and obligations in both countries.
- Integrated wealth advisory
- Asset management
- Wills, trusts & estate planning
- Cross-border tax advisory
- Double tax treaty guidance
- Global portfolio management
SERVICES
Caleo Fiduciary
SOUTH AFRICA · GLOBAL
Fiduciary services and trusts
Caleo Fiduciary is the group’s dedicated fiduciary services company — established to provide trust, estate, and structural services to Caleo Collective clients and families. The bequeathing of private wealth from one generation to the next is fraught with complexity; with careful preparation, families and businesses can thrive. Caleo Fiduciary creates durable structures that protect wealth and intent across generations.
- Trust establishment & administration
- Estate planning
- Fiduciary services
- Family constitutions
- Next-generation wealth preparation
- Intergenerational succession planning
SERVICES
Private Markets Access
CLIENT-LED DEAL PLATFORM + SPECIALIST ALLOCATIONS
Structured private market opportunities based on client demand
Caleo’s private equity offering is built around client needs, not imposed strategies. Clients bring opportunities to the table — Caleo Private Equity conducts due diligence, structures transactions, monitors performance, and manages exit strategies. We also raise capital from like-minded families who want to participate in these deals, creating a collaborative investment ecosystem. Beyond direct deal execution, clients seeking specific private market allocations — impact-driven or technology-focused — are directed to specialist fund managers that emerged from client demand: Secha Capital for Sub-Saharan impact investing, and Kalon Venture Partners for South African disruptive tech. This isn’t a collection of random managers; it’s a strategic architecture responding to what clients wanted and needed in their private market portfolios.
Caleo Private Equity
INDUSTRY-AGNOSTIC
Global, flexible, opportunistic private equity
Caleo Private Equity provides growth capital for small to medium-sized companies in South Africa and offshore jurisdictions. We focus on building enduring relationships with investors and see ourselves as active partners and collaborators in the businesses we advise and invest in. Our portfolio spans South Africa, the USA, UK, Australia and Germany — across real estate, technology, financial services, renewable energy, logistics, manufacturing, and hospitality.
- Growth capital for SMEs
- Direct investments & co-investments
- Corporate advisory
- Short-term debt products
- Global & offshore opportunities
SERVICES
Secha Capital
SUB-SAHARAN AFRICA
Sub-Saharan Africa private equity impact investment
Secha Capital is a young, black female-founded, early-stage impact private equity fund manager. The team combines experience from the USA, across Africa, and top-tier finance, consulting and industry roles to create a unique “Operator-Investor” model — deploying both human and financial capital to achieve impact alongside robust financial returns. Fund I: 10 portfolio companies, 200+ jobs created, 8x portfolio revenue growth.
- Early-stage impact private equity
- Operator-Investor model
- Portfolio company management support
- Sub-Saharan Africa focus
- Fund I (closed), Fund II (open)
SERVICES
Kalon Venture Partners
SOUTH AFRICA
South African disruptive tech venture capital
Kalon Venture Partners is one of South Africa’s leading venture capital funds, investing in disruptive digital technology. The team leads with 200 years of combined experience across technology, business building, venture capital and entrepreneurship. Kalon invests in post-revenue start-ups solving African problems with global application — providing smart capital and delivering intelligent returns.
- Disruptive tech venture capital
- Post-revenue start-up investments
- Smart capital & operational support
- Fund I (invested), Fund II (partially invested)
SERVICES
Geo Global Asset Consulting
INDEPENDENT PORTFOLIO ARCHITECTURE + PROPRIETARY FUNDS + SPECIALIST MANAGERS
Geo Global
AGNOSTIC · GLOBAL
Asset consulting & stockbroking
Geo Global is an agnostic asset management and stockbroking consultancy, matching each client’s investment holdings to the outcomes they and their financial advisor have defined. Completely independent and not tied to any provider, Geo Global combines rigorous screening, macro analysis, and long-term trend positioning with active, outcomes-based portfolio management. The investment process is supported by an external investment committee including Asset Map and Morningstar, complemented by Swiss bank partnerships that provide the essential backdrop for committee discussions on asset allocation and global positioning.
- Agnostic asset consulting
- Local & global stockbroking
- Access to top-performing asset managers (passive & active)
- Outcomes-based portfolio construction
- Macro analysis & long-term trend positioning
- Active portfolio management & monitoring
- Listed equity investment solutions
- Cost-optimised portfolio design
SERVICES
Geo Global Proprietary Funds
FLEXIBLE · GLOBAL · TACTICAL
- Flexible mandate for tactical allocation across asset classes
- Active management responding to market conditions
GEO GLOBAL FLEXIBLE FUND ($)
- Core global asset allocation strategy
- Multi-manager approach with best-in-class selection
GEO GLOBAL ASSET CONSULTING ($)
- European-focused allocation variant
- Regional specialization for European exposure
GEO GLOBAL ASSET CONSULTING (EUROPEAN) ($)
Caleo Proprietary Funds
OFFSHORE (USD) · LOCAL (ZAR)
- Caleo Global Fund ($) — Global equity and multi-asset exposure with diversified international portfolio construction
- Caleo Global Flexible Fund ($) — Flexible global mandate with tactical positioning and dynamic asset allocation across markets
OFFSHORE (USD)
- Caleo BCI Active Income Fund (R) — South African income-focused strategy designed for yield generation and capital preservation
- Caleo BCI Moderate Fund (R) — Balanced multi-asset fund for moderate risk appetite combining local and offshore exposure
LOCAL (ZAR)
Specialist Partner Managers
ESG · IMPACT · ALTERNATIVE INCOME
In addition to proprietary funds, GEO Global selects from specialist third-party managers
Value Squared (Value²)
ESG · IMPACT · RESPONSIBLE
Israel’s pioneer responsible investment house
Value² is a B-Corp certified investment house (highest-scoring B-Corp in Israel) specializing in ESG-integrated public equity portfolios. Established in 2019, Value² combines superior ESG analysis using Moody’s framework with SDG-aligned investment methodology, delivering portfolios that are 100% fossil-free with 25% lower carbon footprint than MSCI World. The firm’s unique approach identifies companies that are ESG leaders in their sectors while generating sustainable revenues aligned to UN Sustainable Development Goals, creating measurable impact alongside competitive financial performance.
- ESG analysis using Moody’s framework (Environmental, Social, Governance)
- UN SDG revenue alignment screening
- Fossil-free investment methodology
- Superior ESG scoring vs. standard indices
- Macroeconomic overlay for sector weighting
- Impact measurement & reporting
- B-Corp certified investment process
- Low overlap with standard indices (~25% vs MSCI World/ESG)
SERVICES
Product: Value2 ESG AMC ($)
Use case: Values-aligned equity exposure with measurable sustainability impact
Use case: Values-aligned equity exposure with measurable sustainability impact
Oasis Investment Solutions
ALTERNATIVE · INCOME · SWISS
Structured yield enhancement specialist
Oasis is a Swiss-based boutique asset manager specializing in alternative income strategies through yield enhancement structured notes. Using equity-linked instruments with barrier protection, Oasis delivers a risk/return profile positioned “between bonds and equities” — targeting SOFR + 3-5% returns with controlled downside exposure. The strategy focuses on the most liquid equity indices, common payout profiles, and senior unsecured debt from systematically important bank issuers, providing predictable income generation with equity upside potential.
- Yield enhancement structured notes (equity-linked)
- Alternative income portfolio management
- Discretionary management of income strategies
- Credit risk diversification across top-tier issuers
- Barrier protection structures (knock-in barriers, low strikes)
- Monthly liquidity with secondary market access
- Tail-hedge credit strategy allocation
- Mark-to-market transparency
SERVICES
Product: Oasis Alternative Equity Fund ($)
Target returns: SOFR + 3-5%
Use case: Income-focused satellite positions with equity participation
Target returns: SOFR + 3-5%
Use case: Income-focused satellite positions with equity participation
How These Work Together
INTEGRATED INVESTMENT ARCHITECTURE
GEO Global acts as the architect — conducting asset allocation analysis, manager selection, and ongoing oversight through its investment committee.
Fund options include:
Fund options include:
- GEO Global proprietary funds for core allocation strategies
- CALEO proprietary funds for global and local exposure with flexible mandates
- Specialist managers like Value² (ESG equity) and Oasis (alternative income)
- Other managers for passive indexing, active strategies, fixed income, alternatives
COMPREHENSIVE SOLUTION
Outcome: Independent advice + proprietary fund access + institutional-quality third-party managers + cost-efficient execution + ongoing active management
518 Portfolio Management
SA · GLOBAL
South African and global stockbroking
518 Portfolio Management is a stockbroking and portfolio management business with over 20 years of experience managing local and offshore equity portfolios. Our approach keeps things simple while ensuring that equity investments are managed in accordance with each client’s requirements. We build long-lasting relationships through face-to-face interaction with clients — we enjoy discussing the markets over a cup of coffee.
- South African stockbroking
- Global stockbroking
- Portfolio management
- Equity advisory & research
- Direct-contact client service
SERVICES
Verum Capital
ZURICH · SWITZERLAND
Swiss banking simplified
Verum Capital specialises in External Asset Management services, enabling private investors to protect their assets from political and other risks and invest globally in asset classes that generate competitive real returns. Expertise includes global portfolios enhanced by alternative asset classes — including cryptocurrencies and optional Lombard loan facilities. An SEC-compliant US offering enables engagement with US investors.
- External asset management
- Structured products
- Securitised lending
- Offshore banking
- Global portfolios
- SEC-registered structured notes
SERVICES
Caleo Consulting
SOUTH AFRICA · 20+ YEARS EXPERIENCE
Impact-orientated. Purpose-driven. People-led.
Caleo Consulting builds high-performing organisations by focusing on the well-being of people. The People People. High-performing organisations aren’t accidental — they’re intentionally built by people who think, communicate, collaborate, and adapt with ease.
An all-female team of coaches and consultants, Caleo Consulting has spent over two decades honing its expertise in the Enneagram and applies its proprietary IQ / EQ / SQ / AQ framework to help individuals and organisations thrive and succeed.
An all-female team of coaches and consultants, Caleo Consulting has spent over two decades honing its expertise in the Enneagram and applies its proprietary IQ / EQ / SQ / AQ framework to help individuals and organisations thrive and succeed.
IQ
Intelligence Quotient
Cognitive intelligence — problem-solving, strategic thinking, decision-making. Leadership development, strategy workshops, executive coaching.
EQ
Emotional Quotient
Understanding and managing emotions — the foundation of connected, high-performing teams. Enneagram-led workplace dynamics, communication, culture.
SQ
Social Quotient
The ability to build relationships, communicate effectively, and collaborate with purpose. Trust-building, collaboration training, culture consulting.
AQ
Adversity Quotient
How well individuals and teams adapt, navigate change, and recover from setbacks. Change management, resilience training, burnout prevention.
- For Individuals — coaching & personal development
- For Business — leadership, teams & culture
- For Experiences — retreats & curated programmes
- The Enneagram — assessment & integration
- Executive coaching
- Strategy workshops
- Change management & resilience
- Caleo Community — content & insights
SERVICES
Nia Impact
AFRICA · GLOBAL · $425M INFLUENCED
Impact, ESG and community advisory
Nia means “purpose” in Swahili — and purpose is at the core of everything Nia Impact does. A leading Africa-based advisory firm, Nia designs rigorous, data-driven frameworks that help investors, funds, and enterprises strike the right balance between financial performance and measurable impact. From strategy development to monitoring and evaluation, Nia embeds environmental and social considerations directly into private-sector decision-making.
With a strong research foundation and deep regional insight, Nia has partnered with global institutions — including the United Nations, Development Financial Institutions, and major corporations — to refine and implement best practices across African markets.
With a strong research foundation and deep regional insight, Nia has partnered with global institutions — including the United Nations, Development Financial Institutions, and major corporations — to refine and implement best practices across African markets.
- E&S management, ESG systems & safeguards
- Impact strategy, measurement & evaluation
- Theory of change & MEL systems
- Community outreach & responsibility (CSR)
- Carbon advisory & climate risk modelling
- Stakeholder engagement & inclusion strategies
- Alpha Tools — impact management dashboards
- ESG & IMM training
CAPABILITIES
$425mInvestment capital directly influenced
23Countries reached through projects
22+Institutions advised globally
Philanthropic initiatives
Where we give back.
The Caleo Collective supports initiatives that strengthen community, nature, and human potential.
NIROX Foundation
Caleo supports many initiatives to improve our world, including Columba Leadership Academy, NIROX Arts Foundation, and the NIROX Concert Series.
Farmhouse58
A retreat space comprising luxury and standard accommodation, creative residency, restaurant, healing centre, sala, and sustainable farming operation.
PlantNation
Caleo supports this indigenous planting and education initiative — over 10,000 new trees planted to date.
Caleo Covid Relief Fund
Historical relief funding during the Covid-19 pandemic, supporting vulnerable communities: food parcels and sanitisation via the Cradle Community; psychosocial support for school children via the Alexandra Education Committee; support for undocumented migrants via Kingdom Come Foundation; and animal welfare via three local SPCAs.
We believe that all things are connected.
That when people collaborate through a common purpose, an investment journey can transcend traditional boundaries.
It’s a partnership where meaningful connections create opportunities towards aligned outcomes.
CALEO · APRIL 2026