UK
xxxx Contact
Tony Allan Partner/Head of Business Development 020 3207 8003
Vestra Wealth LLP 14 Cornhill, London, EC3V 3NR
Tony.allan@
vestrawealth.com www.vestrawealth.com
Firm Profile
Vestra Wealth was established in 2007 with the clear goal of delivering exceptional wealth management services through a partnership structure.
Set up by experienced industry professionals we provide wealth management services to private clients, companies, trusts and financial intermediaries. Key to our approach is a thorough and well-informed investment process and a transparent charging structure.
We have access to the resources and expertise of leading global investment firms, whilst retaining the flexibility to source niche opportunities that can often be overlooked by the larger institutions, providing a genuinely personalised service. Furthermore, we do not have any in-house products or funds, enabling us to select investments that are genuinely most appropriate for our clients.
The majority of our partners are investment managers, meaning the people that own the business are also responsible for managing our clients’ money. Our skilled advisers have an average of more than 20 years’ experience working within some of the world’s leading financial institutions, and are committed to providing wealth management advice and investment performance with exceptional service.
What Sets Us Apart
Service: our interests as partners and owners of the business are achieved by creating a firm where success is delivering a high level of service and advice over the long term to our clients and advisers. We believe that good service combines good advice, good execution, good reporting and continuity of the person managing your investments.
Investment Process: Our sophisticated and robust investment process incorporates high conviction and dynamic portfolio construction with flexible and active portfolio management. This is combined with a focus on risk management and monitoring.
Whole of Market Approach: we are free to access the best ideas and investment managers from across all asset classes with no bias.
Transparency: we charge for our services in a transparent manner so that our clients can see clearly that they are being charged for the service they receive.
Relationship: our dedicated and experienced Investment Managers have built long standing relationships based on performance, service and integrity.
Stockbroking Firm of the Year
36
Finance Monthly GLOBAL AWARDS 2013
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