Managed accounts are preferred by the world's leading investors. The assets remain in your name with 24/7 access.
Our managed accounts follow a proven strategy with the model portfolio delivering average annualized returns over 15% since 2014.*
These accounts are for Eligible and Wholesale Investors only. Check your eligibility.
Vistafolio means taking the long view. We build portfolios to maximize growth and income, targeting value across all market cycles.
And we offer complementary wealth services: Margin lending from 2.5% p.a. Asset and tax consulting. Family Trusts to protect and secure your legacy. Start growing your wealth today so you can choose your own road tomorrow.
Apply for an account now or subscribe to follow our portfolio.
In-depth analysis, selection and management of global shares in your account (subject to availability) based on our dynamic model strategy. The strategy shows average annualized returns > 15% with a Sharpe ratio > 5 (low risk taken) since 2014.*
Managing and growing wealth is not easy. For eligible clients we can review your existing strategy or provide financial consultancy to help you make the most of every opportunity. We also offer advice on tax and structuring your investing.
New Zealand trusts are stable, well regarded and can protect your assets worldwide. TrustPlan can help you setup and manage a family trust in an effective and affordable way. TrustReview can assess your current trust or its investment performance.
Vistafolio is a trading name of Angelo Partners Limited. The information within this site is issued to eligible or wholesale investors under the Financial Markets Conduct Act 2013 (FMC Act).
We are registered as a Financial Service Provider (FSP No. 596789) with the Ministry of Business, Innovation and Employment of the New Zealand Government.
In accessing this site, you certify that you are an eligible or wholesale investor and can meet one or more of the following criteria: