The world's leading investors prefer managed accounts. The assets remain in your name with 24/7 online access. Vistafolio builds and manages your portfolio based on research and a proven strategy. Our model portfolio has delivered average annualized returns of over 15% per annum since 2014.* This service is for Eligible and Wholesale Investors only. Check your eligibility.
Vistafolio - the long view. We build portfolios to maximize growth and generate passive income - creating financial independence. We target value across all market cycles.
And we offer complementary wealth services: Margin lending from approx. 2.5% per annum. Financial, asset and tax consulting. Family Trusts to protect and secure your legacy.
Start building wealth today so you can choose your own road tomorrow. Apply for an account or subscribe to follow our strategy.
In-depth analysis, selection and management of global shares in your account. Our dynamic model strategy hunts down global value to deliver income and growth. The model portfolio shows average annualized returns > 15% with a Sharpe ratio > 5 since 2014.*
Managing and growing wealth isn't easy. For eligible clients we can review your existing strategy - or help you develop a new one. Financial consultancy is available to ensure you make the most of every opportunity. And advice on tax and the best way to structure your investing.
New Zealand trusts can protect your assets worldwide. They provide a separate legal entity to invest and hold wealth. TrustPlan sets up and manages a family trust in an effective and affordable way. TrustReview assesses your current trust and 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: