Vuelex Central Principles

Central Principles

  1. Central Principles

Client-Orientated

Our Central Principles

  • The Right Driving Force

    The ultimate success achievable in any undertaking, whether in business or personally, is determined by the central principles that support it. Begin any venture without the right motivators in place and the chances of not succeeding increase. As a financial company with a duty of care for the financial well-being of our clients, we ensured that our central principals were inherently well thought out from the start.

  • Avoiding Conflict

    Vuelex was established around the central principles of honesty, fairness, integrity, openness, and professionalism. We go above and beyond expectations to make sure that the way we conduct ourselves is transparent and avoids conflicts of interest. We have procedures in place to ensure that all our interactions with you are fully recorded from the start.

    If by any chance we find ourselves in a situation where there may potentially be conflicting interests, we will advise you before implementing appropriate measures to mitigate it.

  • Client Always Comes First

    Some of our peers have a business model in which generating company revenue comes close to, or is more of a driver than, their responsibility to fulfill the financial goals and objectives of their clients. Luckily the number of companies that operate this way is on the decline. We work in a completely transparent manner, ensuring your goals are our first and only concern.

  • A Disciplined Approach

    Fundamental to our own, and our client’s success is the professionalism and integrity that is reflected in the delivery of our services. We follow a disciplined approach that avoids individualist behaviors by taking an impassive, deliberate, and considered methodology in all that we do. This approach is applied right from the initial information gathering and portfolio construction phase, through to the regular investment transactions we make.


Tailor-Made Investment Services

Investment Management

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

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Strategic Asset Allocation

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

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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.

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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 this can lead to delays and missed opportunities.

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