SKILLED WEALTH MANAGEMENT Our Way of Life. MANAGING & PROTECTING WEALTH For individual investors

Transcription

1 VFS Wealth Managers

2 SKILLED WEALTH MANAGEMENT Our Way of Life VFS Wealth Managers offers comprehensive Wealth Management solutions that respond to your needs, irrespective of what stage of the life cycle you are. We form long term partnerships with our clients to solve their life s challenges in order for them to achieve their financial dreams. This compels us to communicate regularly with our clients and provide outstanding responsiveness to each and every change in the market which might affect them. We maintain a long-term perspective and provide innovative all round financial solutions that are tailor made to suit each of our client s circumstances and expectations. It also requires us to place an emphasis on risk management, because understanding and managing risk is critical to our client s investment success. We believe that successful client Wealth Management rests not only on an appropriate combination of risk and return, but skilled and meticulous attention to investment and asset protection details by an experienced pool of wealth management resources. MANAGING & PROTECTING WEALTH For individual investors VFS Wealth Managers is driven by a single-minded focus: to add value for our client s current and future life s financial objectives. This focus requires us to produce all round solutions that aim to consistently generate competitive risk-adjusted investment returns, preserve and protect your assets over various economic and political cycles. Accessing a wide range of complementary resources, asset classes and investment styles, our strategies are individually managed with well defined objectives and a dedication to time tested investment processes. We use sound asset allocation and tax planning techniques, either in unique portfolios of distinct styles or customized into a multi-asset portfolio. Acquiring Wealth There are many different ways in which clients can invest and grow their wealth. Everyone s needs and circumstances are different, which is why at VFS Wealth Managers we look at every client with an open mind and try and understand their future goals and objectives. Equipped with this understanding, we guide our clients in their endeavors to acquire and accumulate wealth. Preserving Wealth It is important to plan for change. Changes in the economic, political or even in your life s circumstances can have a devastating impact on your wealth. At VFS Wealth Managers we have the resources and experience to enable you to preserve and protect your wealth in order to meet your short term as well as long term needs. We try to minimize the unforeseen by anticipating and planning for change. Passing On Wealth Whether you would like to create a long lasting legacy of your name or simply want to transfer your wealth to the next generation or your favorite charity, we have efficient methods to meet your requirements.

3 WHAT SETS VFS WEALTH MANAGERS APART? Our Wealth Management programs and systems are designed to help our clients and their advisors manage risk while maximizing returns across the full range of market conditions. The Wealth Management programs focus on determining investor objectives, setting goals, creating policies, choosing among assets, managing risk and volatility, tracking performance and analyzing returns. PHILOSOPHY Our investment philosophy is based on the principle of matching our clients risk tolerance to our investment recommendations. We aim to ensure that our clients achieve long term real returns while managing risk at each client s tolerance level. Because we invest in a variety of markets, we use a sector specific approach in all our investment decisions. EXPERIENCE With over 7 years experience providing wealth management solutions to individual investors in Africa, VFS Wealth Managers has navigated our client s wealth through a variety of Africa s unpredictable investment environments. There is no substitute for experience, and our seasoned team of portfolio managers has allowed VFS Wealth Managers to successfully deliver on our wealth management promise. PEACE OF MIND VFS Wealth Managers focuses on managing risk and volatility while providing long-term capital appreciation. This is achieved by navigating the changing investment markets and by applying innovative investment strategies and techniques. Our investment management strategies seek to provide unparalleled wealth management while providing what clients are ultimately seeking: Peace of Mind. VALUE We have given ourselves the task of being one of the best and relevant private wealth managers in the world. To us, this means providing outstanding value for our clients. The value of our wealth management is measured by providing superior performance, innovative investment solutions, peace of mind, comprehensive reporting and our unique partnerships with financial advisors It requires a great deal of boldness and great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it Ralph Waldo Emmerson.

4 PRODUCTS VFS Wealth Managers offer a holistic range of products that encompasses all aspects of personal and institutional financial planning. We offer a full range of customized financial solutions in the following are: Solutions for Individuals Personal Products: Personal Financial Planning Investment Services Insurance Services Trust Services Estate Planning Solutions for Institutional Investors: Group Benefit Plans Asset Allocation Portfolio Management. We have the expertise and resources to solve a broad range of financial and investment related challenges. WHO WE ARE VFS Wealth Managers are a South African registered financial services provider. We are a Broad Based Economically Empowered company. Our shareholders include South African based companies and individuals, anchored by a USA based Wealth Management Company. Our Board of Directors includes: Mr Thabiso Thenyane: A telecoms expert and successful businessman in his own right. Ms L Mtshali: A prominent South African business woman and experienced wealth planner. Mr Victor Chando: An experienced banker/financial services expert, having previously worked in Zimbabwe and USA Mr. M Ross: An experienced financial services expert. The Board is well supported by a very experienced management team, drawn from South Africa and the USA.

5 Contact information: For more information about our products and services, contact us or any one of our Financial Advisors on: VFS Wealth Managers (Pty) Limited 1 st Floor, Northwing Muirfield, Building 7, Fourways Golf Park, Roos Street, Fourways 2055, Republic of South Africa Phone: Fax: Or visit us at:

6