Investment Management
VFS’ Managed Portfolios are a highly personalised solution designed to meet your unique financial goals.
By choosing a VFS Managed Portfolio, you'll collaborate closely with our team of expert portfolio managers to create a customised investment strategy tailored to your needs.
Personalised Investment Strategy
Our team of advisors will work with you to establish a bespoke investment mandate, defining your target rates of return and appropriate levels of risk. Once your strategy is set, VFS takes care of the implementation and ongoing management of your portfolio, allowing you to enjoy the benefits of a professionally managed investment service.
Diverse Market Opportunities
With the VFS Managed Portfolio, you gain access to a wide range of opportunities and a large mix of asset classes. We have experience dealing in listed and non listed assets, private credit opportunities, early stage venture capital, bond offerings, derivatives, foreign exchange, and much more.
Trust in our experience to navigate the complexities of the markets and to manage your investments with precision and care.
Stress-Free Investing
The outcome for you is that you receive a tailored, ‘managed for you portfolio’ without the stress associated with DIY investment. Let VFS handle the complexities of investment management while you focus on your life and goals.
Portfolio Administration Service
With VFS Group, you gain full control over your investments with seamless administration, powerful reporting tools, and 24/7 access to your portfolio. Experience the peace of mind that comes from knowing your financial affairs are expertly managed.
Your Complete Wealth Management Partner
Speak to us today to discuss your personalised financial strategy and discover how our expert team can help you achieve your goals.
