All stock for discretionary and advisory clients is held in our nominee name. This means it is held separately from Vestra Wealth’s own assets, providing added protection and reducing the paperwork of owning shares directly. In addition, it enables Vestra Wealth to act on the client’s behalf when dealing with corporate actions.

All investments held by Vestra Wealth on behalf of its clients are held in accordance with regulations set down by the Financial Services Authority. Assets held on a client’s behalf are held separately and ring-fenced from those belonging to Vestra Wealth.