One accessible solution to implement a diverse range of outcomes

WealthStrat navigates the extensive investment environment and matches each individual
with the right investment mix to implement their personal investment plan.

One accessible solution to implement a diverse range of outcomes

One accessible solution to implement a diverse range of outcomes

WealthStrat navigates the extensive investment environment and matches each individual
with the right investment mix to implement their personal investment plan.

One accessible solution to implement a diverse range of outcomes

WealthStrat navigates the extensive investment environment and matches each individual with the right investment mix to implement their personal investment plan.

We invite you to start your journey with us.

John Campbell
Chief Executive Officer

Our service suite includes the following:

Implementation specialists for client’s investments

At Chartered Wealth, we are always looking for ways to improve our client offering, and we continually strive to inspire trust through excellence.

The investment universe is continually evolving, both locally and globally, to the extent that investing has become far more complicated than necessary.

John Campbell

Chief Executive Officer

WealthStrat is an investment implementation specialist that was created to navigate the extensive investment environment by serving as the implementation specialist for our clients’ investment strategies. It uses highly skilled global investment consultants, thus allowing our Financial Planning Specialists to focus on their clients.

WealthStrat uses only best-of-breed global investment consultants by performing extensive due diligence to appoint, manage and, if necessary, change consultants over time. This ensures that your investment strategy remains current and in line with your objectives.

Our offering is scalable and cost-effective, ensuring that each investor is treated fairly and that every investment grows, and it allows for the timely and tax-efficient implementation of portfolio changes for all clients.

There are two key components of WealthStrat:

1. Funds

Fund strategies implemented with a range of unit trusts with a focus on optimal asset allocation and diversifying across various fund managers.

WealthStrat has four different funds, which create six different investment strategies.

We employ only best-of-breed partners to manage our solutions, and using partners with global backing is important. For this reason, we have partnered with Morningstar Investment Management South Africa (Morningstar), part of Morningstar, Inc., which offers investment advisory services worldwide.

What differentiates Morningstar from other companies is that it offers independent investment management services, and software, data, research and rating services. This helps WealthStrat manage the overall investment product range.

2. Personal portfolios

WealthStrat offers a personal portfolio management system to those clients who have surplus cash or have a preference for a direct portfolio to be managed by experienced fund managers.

The benefits of WealthStrat?

Global investment consultant – we’ve appointed US-based investment management firm Morningstar, Inc. as our overall investment consultant to give us an unbiased, global view of the future when managing portfolio construction for South African investors.
Future-fit investment strategies – our investors enjoy a dynamic solution that is kept up to date with the latest trends and top investment managers, without having to deal with any administrative burden, for themselves or their financial planning team.
Economies of scale – your appointed investment consultant is backed by the scale for you.
Tax efficiency – you can switch investment consultants and their managers can be changed without triggering any personal tax consequences.
Time efficiency – any decisions or changes that are made to your investment strategy can be implemented quickly, whether an asset allocation change, manager change, or change of investment consultant.