Vestra Wealth
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Vestra Wealth is a partnership established in 2007, delivering truly independent wealth management services. We provide exceptional investment expertise normally only found in global firms, but in a genuinely personalised and thoroughly transparent manner are designed around the needs of the client, rather than being product-driven
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 larger institutions.
investment process: our Investment Team have the common aim of delivering recommendations where the interests of all parties can be aligned. 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.
uncompromised independence: we are committed to the concept of independence, where we are free to access the best ideas and investment managers from across all asset classes with no bias.
We have developed a range of risk-graded, multi asset class model portfolios on the Ascentric platform that enable you, the adviser, to retain control of your client’s account whilst giving them access to a full discretionary service.
We have been managing money on platforms since November 2009 and, as a result, have a great deal of knowledge on the issues facing advisers and are, therefore, able to assist in the outsourcing of investment management to us as a third party.
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