Private Wealth

As a licensed Category II discretionary financial services provider, Vision Private Wealth believes that the key to achieving your investment objectives lies in designing and actively managing a portfolio guided by strategic asset allocation.

Our process blends robust quantitative tools with your unique circumstances to create an investment portfolio that addresses and meets your specific needs and objectives.

This portfolio is composed by the optimal distribution of wealth across a wide spectrum of asset classes that are selected based on your investment objective, risk tolerance, and time horizon. We believe a well-diversified portfolio needs to have exposure to a wide variety of asset classes to enable stable returns over time and to diminish overall risk.

Each individual’s investment objectives and needs are not the same; therefore we customised the investment strategy to fit your unique profile. Living in a world that changes constantly, our process adapts quickly to not only those changes – but the changes of the individual as well. The key to achieving your objective is to find the perfect balance between risk and return given your unique circumstances.

VISION PRIVATE WEALTH provides stock broking services through an active and personal securities trading services on the Johannesburg Stock Exchange and on major exchanges around the world.

This service offers discretionary, segregated share portfolios in which your investment portfolio is managed according to specific strategies and mandates. You have direct ownership in listed companies instead of owning units in a collective investment scheme portfolio. We offer you the opportunity of actively investing your portfolio both domestic and offshore, managed by our team of equity managers.

Vision RIC clients have access to a range of wrap fund portfolios, professionally managed by Vision Private Wealth under its Category II discretionary licence. A wrap fund combines a selection of underlying unit trusts and asset classes into a single diversified portfolio, structured around a specific investment objective and risk profile.

Clients appoint Vision Private Wealth through a discretionary mandate, enabling them to actively manage the underlying fund selection and asset allocation within the portfolio as market conditions and investment opportunities evolve. This provides Vision RIC clients with a professionally managed and diversified investment solution without the need to manage individual funds themselves.