For the purposes of the standard risk-rated portfolios we are able to make use of Old - Managed Broad Street Research Ltd, a leading independent asset allocator in the UK and - Adventurous abroad. - Aggressive OBSR‘s key attributes: - Very Aggressive -Focus on Asset Allocation- Management of asset allocation portfolios is their core business. -Academic Underpinnings- their corporate culture is built upon a strong foundation of academic research. The Vestra Wealth model portfolio service gives clients the benefit of having a -Independence- they create customized and professional discretionary manager, with innovative solutions for financial institutions. access to a fully diversified portfolio, without having to invest large sums. They offer both a -Experience and Expertise-with many years bespoke portfolio service as well as five experience and an accomplished staff, OSBR is model portfolios, managed by a highly a leader in asset allocation. experienced investment team to suit clients’ investment objectives and attitude to The funds that populate each portfolio are risk. chosen by OSBR. Benefits of the Vestra portfolio service emphasis is on forward looking research, based upon a qualitative analysis informed by Choice of competitively priced models or • quantitative information. a personalised bespoke service. OBSR takes a long-term approach aligned with Provides access to a full discretionary • the needs of long term savings. management service to clients with a professional investment manager, It relies upon a rigorous timetable of quarterly overcoming minimum investment face to face meetings with fund managers. restrictions. It will review the funds being used at the end Whole of market approach with no bias of each quarter and make changes as they • towards funds or managers, clear think appropriate. investment parameters and active risk monitoring. OBSR Model Portfolios: Provided that one of our core investment Management of funds can be held within • propositions is felt to be suitable, based on the tax shelter of an ISA, SIPP, income your attitude to risk, we identify the most drawdown pension or offshore bond, as suitable of the six risk- rated OBSR Portfolios well as general investment account. as follows: Discretionary model portfolios enabling • -Cautious rebalancing and switching within portfolios to be carried out more efficiently. - Cautious Balanced
For the purposes of the standard risk-rated portfolios we are able to make use of Old Broad Street Research Ltd, a leading independent asset allocator in the UK and abroad. OBSR‘s key attributes: -Focus on Asset Allocation- Management of asset allocation portfolios is their core business. -Academic Underpinnings- their corporate culture is built upon a strong foundation of academic research. -Independence- they create customized and innovative solutions for financial institutions. -Experience and Expertise-with many years experience and an accomplished staff, OSBR is a leader in asset allocation. The funds that populate each portfolio are chosen by OSBR. emphasis is on forward looking research, based upon a qualitative analysis informed by quantitative information. OBSR takes a long-term approach aligned with the needs of long term savings. It relies upon a rigorous timetable of quarterly face to face meetings with fund managers. It will review the funds being used at the end of each quarter and make changes as they think appropriate. OBSR Model Portfolios: Provided that one of our core investment propositions is felt to be suitable, based on your attitude to risk, we identify the most suitable of the six risk- rated OBSR Portfolios as follows: -Cautious - Cautious Balanced - Managed - Adventurous - Aggressive - Very Aggressive The Vestra Wealth model portfolio service gives clients the benefit of having a professional discretionary manager, with access to a fully diversified portfolio, without having to invest large sums. They offer both a bespoke portfolio service as well as five model portfolios, managed by a highly experienced investment team to suit clients’ investment objectives and attitude to risk. Benefits of the Vestra portfolio service • Choice of competitively priced models or a personalised bespoke service. • Provides access to a full discretionary management service to clients with a professional investment manager, overcoming minimum investment restrictions. • Whole of market approach with no bias towards funds or managers, clear investment parameters and active risk monitoring. • Management of funds can be held within the tax shelter of an ISA, SIPP, income drawdown pension or offshore bond, as well as general investment account. • Discretionary model portfolios enabling rebalancing and switching within portfolios to be carried out more efficiently.
Our_Investment_Proposition.docx