An innovative and fiercely independent wealth company, we offer managed investment accounts to eligible and wholesale clients.
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 composite portfolio delivering average annualized returns over 15% since 2014.*
Check your eligibility.
Vistafolio means taking the long view. We build portfolios to maximize growth and income, targeting value across all market cycles. We also offer smart wealth services: Margin lending from 2.5% p.a. Financial consultancy. TaxPlan to keep you onside with the tax man (or woman). And on the defensive side - Trusts to protect and manage your legacy.
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.*
Your managed account has the option of a portfolio line of credit from the broker. This gives you the flexibility to borrow cash or further invest on margin at global money market rates from approx. 2.5% p.a. (up to 50% of the value of your portfolio).
Managing 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. Plus we offer a smart and affordable way to manage your tax obligations - TaxPlan.
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: