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. Our wholesale investment services are ideal for family offices, companies, charities, churches, community trusts, iwi and other wholesale investors.

Separately managed accounts

Vistafolio's separately 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, run a custom investment strategy for your organization or a tailored solution for your family office investments.

Investment reporting

You will receive 24/7 online access to your organization'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.

Investment consultancy

We can review the performance of your current investments and advise on investment options to suit the needs of your organization. We have specific experience in global equities and offer an investment strategy that allows local organizations 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.

Book a free investment consultation today

Subscribe to our newsletters

Thanks for joining