Vistafolio is a fintech business that uses technology to provide managed investment accounts in global shares. Managed accounts allow investors to have a quality portfolio built and managed for them, owning the assets in their own name as opposed to a fund structure. This is the future of investment management - complete transparency in the management of your account.
A boutique investment manager, we also offer family trust, planning and business services to support our investment accounts and custom investment accounts for larger and institutional investors.
If there's one thing that sets us apart from all other investing options - it's the investing experience we offer. Our platform provides live access to the global markets, invested in and managed for you by skilled investment managers to maximize results.
Investment services are available to all investors who meet our investor criteria.
Simon Angelo (BCom, BA, CertPFS), Chief Executive Officer
Simon has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge-fund industry in Europe. Before this, he owned an award-winning professional-services business and online-learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book, and manages global share portfolios.
John Ling (BA), Chief Investment Officer
John's responsibilities include trading, client service, and compliance. He is an experienced investor and portfolio manager, trading both on his own account and assisting with high net-worth clients. In addition to contributing financial and geopolitical articles to this site, John is a bestselling author in his own right. His international thrillers have appeared on the USA Today and Amazon bestseller lists.
The need to invest and provide for future income is one of the most significant problems facing people as they go through life. Similarly, organizations need good stewards of their wealth, to manage, grow and protect it for tomorrow.
We help our clients invest in the world’s best quality companies that offer reliable yield and capital growth upside. Rigorous analysis and access to independent research helps us find shares and sectors that generate above average income and are poised for growth. In addition we visit locations, attend shareholder meetings and study the wider industry of our investments. We have developed a 14 point StockScore™ strategy which is the basis for our model portfolio.
We believe in investing in companies and sectors that improve the world in some way and are poised for growth due to market timing, economic trends or events. We practice ethical investing and scour the world to find intrinsic value.
Stock and share brokers dedicated to using our knowledge and expertise to help our clients. Having worked in the finance industry around the world, investing in global stock markets through major events like Brexit, we’ve seen both profitable and difficult times. Our focus is on using this knowledge and learning to provide the best possible investment management service to clients worldwide.
Our investment expertise has been honed from years of working in the markets in Europe and Australasia. We are partnered with leading specialist investment publisher - Wealth Morning.
By listening... Tell us your financial goals and we’ll help to provide investment, trust and portfolio solutions to give you peace of mind for the future. Book a free consultation today.
Vistafolio provides sophisticated investment services to Eligible and Wholesale Investors as defined in the Financial Markets Conduct Act (2013). To see if you may qualify please click here.