Prescient Wealth Management (PWM) provides a full suite of specialist services for high-net-worth clients and their families. These services include Multi-Asset and Multi-Fund Portfolio management capabilities, complemented by a suite of family office services. This includes financial planning, intergenerational wealth management, fiduciary services, accounting, tax and legal advisory services that assist client's business interests and philanthropic initiatives. PWM has created distinct offerings to suit the needs of our clients:
Portfolio management is a complex field where science, knowledge and the art of interpreting markets meet.
PWM’s portfolio management services include:
- Discretionary mandates
Accessing returns requires a systematic, tried and tested investment philosophy. PWM delivers diversified, cost-effective portfolios that meet private client requirements through a carefully crafted philosophy.
- Non-Discretionary mandates
Appropriate for clients who wish to make their own investment selections and need the appropriate platform to do so.
- Global and Local Investment strategies
Investment focus varies according to each client’s need and can have a local or global focus where portfolios are diversified into eight underlying asset classes with varying correlations.
- Global and Local Multi-Manager Funds
Our solutions invest in a diversified blend of carefully selected local and offshore investments. Our time and expertise are focused on monitoring and selecting the optimal blend to meet client requirements over time.
Planning your financial well-being is daunting. Markets and economies are volatile and setting aside enough time for thorough planning and consideration is near impossible. PWM’s business is spending time on careful planning and finding appropriate solutions for each client. We have the client’s best interests at heart and delivering exceptional service with confidentiality and trust at the core. Our services include:
- Lifestyle Objectives
- Retirement Planning
- Estate Planning
- Fiduciary Services (with carefully selected partners)
- General Advice
The foundation upon which Prescient Wealth Management builds and manages multi-asset portfolios includes:
Global strategic asset allocation is at the heart of our approach, driven by Modern Portfolio Theory.
Life is full of challenges and opportunities, and as global investors the world economy constantly offers both. Controlled tactical asset allocation allows us to protect against or capitalise on these events.
Global Investment Perspective
We consider investment returns available on a global basis and hence we assess portfolio asset class, geographic and currency allocation from a global perspective.
Asset Class Solutions (ACS)
An independent assessment of the best possible exposure to each asset class globally, ensures that investors receive the performance and risk they contract for over meaningful investment periods (5 years and longer).
The Prescient Way
Leverages the award-winning Prescient Investment Management's risk-based asset management team skills to support our investment process.
Plays a key role in achieving targeted market exposures in an efficiently constructed portfolio in a most cost-effective manner. We then focus capital on a set of proven alpha-generating managers, usually in the alternative and real asset management sectors.
Consistent and Disciplined Rebalancing
This ensures adherence to the targeted asset allocation parameters, with a positive by-product of this rebalancing being the practice of locking in profits.
At PWM we have developed a range of philanthropic initiatives that assist our clients in their endeavours, ranging from the establishment of their own charitable foundation to facilitation of capital donations to selected beneficiaries.