We're a boutique investment manager offering managed investment accounts to eligible and wholesale clients worldwide. Managed accounts are preferred by the world's leading investors because the assets remain in your name. Our managed accounts follow a proven strategy with online access 24/7. Our composite portfolio shows average annualized returns over 15% since 2014.*
Vistafolio means taking the long view and building a portfolio to maximize growth and income. We're dedicated to providing you the most innovative and transparent investing solution in the marketplace. We also support our clients with smart wealth services including margin lending from 2% p.a., trusts (for asset protection), tax and financial consultancy.
We hand-pick and manage global shares in your account (subject to availability) based on our model strategy. The strategy shows average annualized returns > 15% with a Sharpe ratio > 5 (low risk taken) since 2014.*
We can protect your investments in a New Zealand trust, provide an independent review on your trust arrangements or assess your trust's investment performance.
We provide portfolio reviews, tax and financial consultancy to help you or your organization make the most of every opportunity and reach your financial goals.
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: