Institutional investors

Vistafolio is a leading provider of separately managed accounts direct to institutional investors. The assets are held by our clients with us having execution only access to run tailored mandates based on our proven investment strategy. This provides investment transparency and integrity. Our wholesale investment services are ideal for companies, charities, churches, community trusts, Iwi and other wholesale investors.

Separately managed accounts

Vistafolio's managed investment accounts are available to wholesale investors with negotiable rates based on investment size. These accounts are operated on a discretionary investment basis. The investment strategy to date has favoured infrastructure, healthcare, property and other sectors that can offer capital preservation and growth alongside income. We invest globally to diversify our clients' wealth base and provide a dedicated account manager to our wholesale clients.

Advisory managed accounts

We offer an advisory investing service to wholesale clients. Receive detailed analysis on global shares that match your investment objectives. Get assistance to acquire these stocks at optimum prices, using best execution. Combine an advisory service with our discretionary investment management accounts, or run a custom investment strategy for your organisation.

Investment reporting

You will receive 24/7 online access to your organisation's investment account, with facility to authorise multiple users. You can view a custom report at any time and for any period for your portfolio, showing TWR (time weighted return), risk analysis, portfolio analysis and custom benchmarking. Our investment accounts offer robust investor protection - exceeding that of many banks.

Investment consultancy

We are registered to provide investment advisory services to wholesale investors. In particular, we can review the performance of your current investments and advise on investment options to suit the needs of your organisation. Our CIO and analysts have specific experience in global equities and offer an investment strategy that allows local organisations to effectively diversify and hedge against events in their home economic environment.

Investment presentations

Do you get questions from your staff, members or clients on investment options? We are happy to provide general educational presentations on the principles of investing. Our presentations are entertaining, engaging and encourage your people to become retirement ready.

Please contact us for an initial discussion on your needs

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