Why V3.
We aim to disrupt traditional wealth management models by using new processes and tools to engage with our clients.
Our aims
As a Private Office for business leaders, entrepreneurs and families, V3 exists to streamline the complexity of wealth.
As your trusted representative, we develop an intimate understanding of your affairs. We create a strategic plan that is aligned with your goals and ensure that it is delivered effectively.
We take the strain of selecting and monitoring investments that are in line with your needs, whilst our technology creates a single, consolidated view of your wealth.
You are in total control. We take care of the details.
Benefits to you
-
A personal relationship
The human touch, when it matters most.
-
A team of experts
The V3 team has over 70 years of combined investment experience.
-
An international network
We have built connections with specialists all over the world.
-
Independent advice
Our neutral model guarantees no conflicts of interest.
-
Innovative technology
An instant snapshot of your wealth, whenever and wherever you want.
-
A disruptive attitude
We believe there is a better way to do business.
Your portfolio. Simplified.
Our model works because we act as sentries for our clients and as such have full oversight of all their financial affairs. We utilise an advanced financial software suite to share this level of insight with our clients, making sure they have the information they need to make informed decisions about their wealth.
