Distinct from our wealth management division, Vuelex’s investment management services focus purely on the selection and trading of stocks and other financial instruments that make up the portfolios we manage.
By appreciating that each client has distinct and unique aspirations and objectives, each portfolio is constructed with its own, individualized, tailor-made approach.
For the most part, the investment philosophy at Vuelex is measured, avoiding excessively high-risk investments and favoring more conventional holdings that have good trading volumes, marketability, and liquidity.
To provide further risk mitigation, we ensure that our portfolios are well diversified across different asset classes, sectors, industries, and geographical locations, so that if one area experiences a downturn, the likely resultant upturn in one of the other areas should minimize or even neutralize losses.
Vuelex offers two portfolio management options to choose from. For clients that have neither the time, experience, or inclination to devote the necessary attention and effort to monitor and manage investments themselves, we have the discretionary portfolio. Allowing Vuelex the freedom to make investment decisions on your behalf, all within pre-determined guidelines that set out your objectives and attitude to risk means that you benefit from the full power of our research and analysis, executed at the correct time.
For those clients with more experience and knowledge of the investment markets, we provide the advisory portfolio service. Consent to proceed is sought from advisory clients by their Account Manager before any purchases or disposals are transacted on their behalf.
Becoming part of the Vuelex family as a valued client couldn't be easier. Our seasoned professionals are available to talk about your personal circumstances and work with you to develop a tailored plan that addresses your financial needs. Contact us by email or call us today to take the first step towards realizing your financial objectives.Being A Valued Client