Vestra Wealth is committed to putting the client first. Clients can choose how much involvement they have with the management of their financial assets. We offer the choice of three broad approaches:

The Discretionary portfolio management service is appropriate for clients who wish to delegate all investment decisions to Vestra Wealth. Our investment process defines the structuring of these portfolios, but the day-to-day management is given to each client's investment manager.

The Advisory portfolio management service is for clients who wish to be more involved with the investment strategy and with all decisions made on their portfolio. The investment manager will have an understanding of each client's objectives and levels of risk, and will communicate investment ideas to meet these objectives. However, no transactions will be executed without the prior agreement and instruction from the client. [more ...]

The Execution-Only service enables clients to retain full control over their investments by making use of the dealing and custody service on offer at Vestra Wealth.'