Thanks for visiting Vistafolio on LinkedIn. We are a fintech business that uses technology to provide online managed investment accounts in global shares. Our mission is to provide a superior investing solution and help investors achieve financial independence. Accounts are available to Eligible and Wholesale Investors.
After years of working in the investment industry around the world, we noticed that leading investors and institutions prefer managed accounts where the assets are held in their name. Using technology, we provide investing accounts, with us managing the research and strategy. To date, this has provided strong and transparent returns.*
Our model portfolio is diversified across global shares in growing, developed economies and in sectors and industries that are income rich and poised for growth. We conduct thorough macro and fundamental research and have specialist knowledge in our key conviction sectors.
In addition to our management investment accounts, we provide trust and planning services to help our clients structure their investments in the best possible way.
Please visit our website below to apply for an investment account or to discuss your needs and objectives further.
*Past performance is not an indicator for future performance. Available to Eligible Investors and Wholesale Investors only as defined in the Financial Markets Conduct Act (2013).
Company Details
- Employees
- 1
- Founded
- -
- Address
- 188 Quay St, Level 26,pwc Tower,new Zealand
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.vistafolio.com
- Keywords
- investment management, global shares, investing money, investing in shares, fund manager, portfolio manager, nz funds, managed funds, managed portfolio service, wealth management, family trusts, financial advisor, financial planning, investment advice, retirement planning, share broker, stock broker.
- HQ
- Auckland, Auckland
- Competitors
- Wealth Morning.
Vistafolio Questions
Vistafolio's website is https://www.vistafolio.com
Vistafolio's LinkedIn profile is https://nz.linkedin.com/company/vistafolio
Vistafolio has
1 employees.
View email and phone details for 1
employees at Vistafolio.
Vistafolio's industry is
Investment Management
Vistafolio's top competitors are
Wealth Morning.
Vistafolio's categories are Investment Management
Vistafolio's founding year is 2014
