Welcome to Vuelex

Who we are

We are an independent investment and wealth management company that provides made to measure financial solutions that help to protect, grow, and improve our client’s overall financial circumstances. The well-being of our clients is our primary consideration, and we pull out all the stops to exceed client expectations in all that we do.

About Us

A total wealth solution

Wealth

Wealth Overview

By looking at your entire financial situation, we can pinpoint the areas requiring attention now, and those to consider adjusting in the future.

Wealth Management

Providing reassurance to clients by creating across-the-board solutions which are individually crafted to achieve your financial ambitions.

Inheritance Planning

Inheritance planning ensures that your assets are transferred to your beneficiaries in accordance with your wishes when the time comes.

Family Office

Taking a multi-generation approach of your family’s financial well-being by protecting, growing, and improving your situation over many years.

Investment Management Services

Vuelex’s investment management services research, select and trade in carefully chosen financial instruments such as equities, bonds, and alternative assets that match, and are best suited to, the individual client’s risk profile and objectives. We recognize that each client's circumstances and investment goals will be different from the next, so we only provide bespoke, individualized solutions to meet unique client needs.

Investment Philosophy

We generate market-beating investment results for our clients over the medium and long-term by using time-tested and reliable strategies and instruments.

Strategic Asset Allocation

At its core, our allocation strategy utilizes opportunities for growth, blended with defensive instruments, in line with the client’s agreed risk profile.

Discretionary Portfolios

Handing the day-to-day decision making and management responsibilities of your investments to experienced professionals, allowing you the time to carry on enjoying life.

Advisory Portfolios

Your consent will be sought before investment changes are made. This means you have the chance to discuss any changes before they happen but can lead to delays and missed opportunities.

Vuelex

Navigating a clear path through the financial markets to deliver profitable results for investors and their families.