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The demand for expert wealth management services at the higher end of the income spectrum has grown during the past decade, and the Prescient group believes it has a significant role to play in this market.
Prescient Wealth Management has developed a unique investment process, boasts an excellent pool of skills and is proud of its personal touch in the marketplace.
Not surprising therefore that Prescient Wealth Management was established early this year as a Stellenbosch-based private client wealth management company offering financial, retirement and estate planning as well as asset management services to high-net-worth individuals and families.
Prescient Wealth manages portfolios of equities, unit trusts and hedge funds along with a suite of select Prescient Investment Management funds on both local and offshore platforms.
Executive directors, Martin Versfeld and Johan Calitz, point out that clients’ investments are managed on both a discretionary and pension/retirement basis. The house’s individually constructed share portfolio, however, is based on a model portfolio that’s regularly updated. Research is obtained from a select group of stockbroking research entities and global banks that Prescient deals with.
As a Category 1, 2 and 2A licensed Financial Service Provider, the main focus is on the provision of comprehensive wealth management solutions with superior client service, capital growth and income generation for long-term investors.
Prescient Wealth Management has developed a unique investment process, boasts an excellent pool of skills and is proud of its personal touch in the marketplace.
Not surprising therefore that Prescient Wealth Management was established early this year as a Stellenbosch-based private client wealth management company offering financial, retirement and estate planning as well as asset management services to high-net-worth individuals and families.
Prescient Wealth manages portfolios of equities, unit trusts and hedge funds along with a suite of select Prescient Investment Management funds on both local and offshore platforms.
Executive directors, Martin Versfeld and Johan Calitz, point out that clients’ investments are managed on both a discretionary and pension/retirement basis. The house’s individually constructed share portfolio, however, is based on a model portfolio that’s regularly updated. Research is obtained from a select group of stockbroking research entities and global banks that Prescient deals with.
As a Category 1, 2 and 2A licensed Financial Service Provider, the main focus is on the provision of comprehensive wealth management solutions with superior client service, capital growth and income generation for long-term investors.
