Our
Team

Victoria holds a Bachelor’s degree in Finance from the University of Cape Town and has 23 years of experience in the financial services industry. As Managing Director of WealthStrat, she oversees both domestic and global portfolios for Chartered Wealth Solutions and leads the firm’s investment strategy. Her expertise in portfolio management, asset allocation, and portfolio construction enables her to deliver tailored investment solutions that align with clients’ long-term goals.

Before joining WealthStrat, Victoria was Managing Director of Morningstar Investment Management South Africa, where she led the business and helped establish its local investment capability. She began her career at Standard Corporate and Merchant Bank in 2002 and has held senior roles across the investment landscape ever since.

John has over 30 years’ experience in the financial services industry, including launching and running a successful financial planning business (Chartered Wealth Solutions). He plays an important role in bridging the gap between investment solutions and the needs of clients.

Stephanie is a CERTIFIED FINANCIAL PLANNER® and CFA® Charterholder who believes a well-crafted plan reduces stress and improves quality of life. She helps clients navigate the complex emotions around money to define what true wealth means to them.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

James graduated with distinction from the University of Cape Town, holding Honours degrees in both Property Studies and Financial Analysis and Portfolio Management. He is a CFA Level III candidate.

James brings three years of experience as a REIT analyst, specialising in local and global property markets. In this role, he developed a robust financial skillset that extends beyond the property sector and adds value across a broader investment landscape.

Deeply passionate about investments, James is committed to delivering optimal outcomes for clients. He thrives on both intellectual and personal growth, consistently seeking opportunities to challenge himself and evolve professionally.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

John has over 30 years’ experience in the financial services industry, including launching and running a successful financial planning business (Chartered Wealth Solutions). He plays an important role in bridging the gap between investment solutions and the needs of clients.

Stephanie is a CERTIFIED FINANCIAL PLANNER® and CFA® Charterholder who believes a well-crafted plan reduces stress and improves quality of life. She helps clients navigate the complex emotions around money to define what true wealth means to them.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

James graduated with distinction from the University of Cape Town, holding Honours degrees in both Property Studies and Financial Analysis and Portfolio Management. He is a CFA Level III candidate.

James brings three years of experience as a REIT analyst, specialising in local and global property markets. In this role, he developed a robust financial skillset that extends beyond the property sector and adds value across a broader investment landscape.

Deeply passionate about investments, James is committed to delivering optimal outcomes for clients. He thrives on both intellectual and personal growth, consistently seeking opportunities to challenge himself and evolve professionally.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

Victoria holds a Bachelor’s degree in Finance from the University of Cape Town and has 23 years of experience in the financial services industry. As Managing Director of WealthStrat, she oversees both domestic and global portfolios for Chartered Wealth Solutions and leads the firm’s investment strategy. Her expertise in portfolio management, asset allocation, and portfolio construction enables her to deliver tailored investment solutions that align with clients’ long-term goals.

Before joining WealthStrat, Victoria was Managing Director of Morningstar Investment Management South Africa, where she led the business and helped establish its local investment capability. She began her career at Standard Corporate and Merchant Bank in 2002 and has held senior roles across the investment landscape ever since.

Stephanie is a CERTIFIED FINANCIAL PLANNER® and CFA® Charterholder who believes a well-crafted plan reduces stress and improves quality of life. She helps clients navigate the complex emotions around money to define what true wealth means to them.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

James graduated with distinction from the University of Cape Town, holding Honours degrees in both Property Studies and Financial Analysis and Portfolio Management. He is a CFA Level III candidate.

James brings three years of experience as a REIT analyst, specialising in local and global property markets. In this role, he developed a robust financial skillset that extends beyond the property sector and adds value across a broader investment landscape.

Deeply passionate about investments, James is committed to delivering optimal outcomes for clients. He thrives on both intellectual and personal growth, consistently seeking opportunities to challenge himself and evolve professionally.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

Victoria holds a Bachelor’s degree in Finance from the University of Cape Town and has 23 years of experience in the financial services industry. As Managing Director of WealthStrat, she oversees both domestic and global portfolios for Chartered Wealth Solutions and leads the firm’s investment strategy. Her expertise in portfolio management, asset allocation, and portfolio construction enables her to deliver tailored investment solutions that align with clients’ long-term goals.

Before joining WealthStrat, Victoria was Managing Director of Morningstar Investment Management South Africa, where she led the business and helped establish its local investment capability. She began her career at Standard Corporate and Merchant Bank in 2002 and has held senior roles across the investment landscape ever since.

John has over 30 years’ experience in the financial services industry, including launching and running a successful financial planning business (Chartered Wealth Solutions). He plays an important role in bridging the gap between investment solutions and the needs of clients.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

James graduated with distinction from the University of Cape Town, holding Honours degrees in both Property Studies and Financial Analysis and Portfolio Management. He is a CFA Level III candidate.

James brings three years of experience as a REIT analyst, specialising in local and global property markets. In this role, he developed a robust financial skillset that extends beyond the property sector and adds value across a broader investment landscape.

Deeply passionate about investments, James is committed to delivering optimal outcomes for clients. He thrives on both intellectual and personal growth, consistently seeking opportunities to challenge himself and evolve professionally.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

Victoria holds a Bachelor’s degree in Finance from the University of Cape Town and has 23 years of experience in the financial services industry. As Managing Director of WealthStrat, she oversees both domestic and global portfolios for Chartered Wealth Solutions and leads the firm’s investment strategy. Her expertise in portfolio management, asset allocation, and portfolio construction enables her to deliver tailored investment solutions that align with clients’ long-term goals.

Before joining WealthStrat, Victoria was Managing Director of Morningstar Investment Management South Africa, where she led the business and helped establish its local investment capability. She began her career at Standard Corporate and Merchant Bank in 2002 and has held senior roles across the investment landscape ever since.

John has over 30 years’ experience in the financial services industry, including launching and running a successful financial planning business (Chartered Wealth Solutions). He plays an important role in bridging the gap between investment solutions and the needs of clients.

Stephanie is a CERTIFIED FINANCIAL PLANNER® and CFA® Charterholder who believes a well-crafted plan reduces stress and improves quality of life. She helps clients navigate the complex emotions around money to define what true wealth means to them.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

Victoria holds a Bachelor’s degree in Finance from the University of Cape Town and has 23 years of experience in the financial services industry. As Managing Director of WealthStrat, she oversees both domestic and global portfolios for Chartered Wealth Solutions and leads the firm’s investment strategy. Her expertise in portfolio management, asset allocation, and portfolio construction enables her to deliver tailored investment solutions that align with clients’ long-term goals.

Before joining WealthStrat, Victoria was Managing Director of Morningstar Investment Management South Africa, where she led the business and helped establish its local investment capability. She began her career at Standard Corporate and Merchant Bank in 2002 and has held senior roles across the investment landscape ever since.

John has over 30 years’ experience in the financial services industry, including launching and running a successful financial planning business (Chartered Wealth Solutions). He plays an important role in bridging the gap between investment solutions and the needs of clients.

Stephanie is a CERTIFIED FINANCIAL PLANNER® and CFA® Charterholder who believes a well-crafted plan reduces stress and improves quality of life. She helps clients navigate the complex emotions around money to define what true wealth means to them.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

James graduated with distinction from the University of Cape Town, holding Honours degrees in both Property Studies and Financial Analysis and Portfolio Management. He is a CFA Level III candidate.

James brings three years of experience as a REIT analyst, specialising in local and global property markets. In this role, he developed a robust financial skillset that extends beyond the property sector and adds value across a broader investment landscape.

Deeply passionate about investments, James is committed to delivering optimal outcomes for clients. He thrives on both intellectual and personal growth, consistently seeking opportunities to challenge himself and evolve professionally.

James graduated with distinction from the University of Cape Town, holding Honours degrees in both Property Studies and Financial Analysis and Portfolio Management. He is a CFA Level III candidate.

James brings three years of experience as a REIT analyst, specialising in local and global property markets. In this role, he developed a robust financial skillset that extends beyond the property sector and adds value across a broader investment landscape.

Deeply passionate about investments, James is committed to delivering optimal outcomes for clients. He thrives on both intellectual and personal growth, consistently seeking opportunities to challenge himself and evolve professionally.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.

Victoria holds a Bachelor’s degree in Finance from the University of Cape Town and has 23 years of experience in the financial services industry. As Managing Director of WealthStrat, she oversees both domestic and global portfolios for Chartered Wealth Solutions and leads the firm’s investment strategy. Her expertise in portfolio management, asset allocation, and portfolio construction enables her to deliver tailored investment solutions that align with clients’ long-term goals.

Before joining WealthStrat, Victoria was Managing Director of Morningstar Investment Management South Africa, where she led the business and helped establish its local investment capability. She began her career at Standard Corporate and Merchant Bank in 2002 and has held senior roles across the investment landscape ever since.

John has over 30 years’ experience in the financial services industry, including launching and running a successful financial planning business (Chartered Wealth Solutions). He plays an important role in bridging the gap between investment solutions and the needs of clients.

Stephanie is a CERTIFIED FINANCIAL PLANNER® and CFA® Charterholder who believes a well-crafted plan reduces stress and improves quality of life. She helps clients navigate the complex emotions around money to define what true wealth means to them.

Nicholas is a CFA Charterholder with a BCom in Economic and Management Sciences from the University of Pretoria. A financial professional passionate about investments, he brings experience across the spectrum of financial advice and asset management, offering a unique perspective on portfolio management. Nicholas values hard work, personal well-being, and rising to a challenge – qualities that shape his approach to helping clients achieve their investment goals.