Lonsdale Wealth Management to partner with Vestra Wealth

Friday 3 July, 2015

Lonsdale Wealth Management is pleased to announce that we have been working with Vestra Wealth LLP for the past few months to design and launch a new range of Governed Portfolios which are managed by Vestra in partnership with Lonsdale. These Portfolios are now live!

Vestra Wealth is a London and Jersey-based wealth management partnership that was founded in 2008. They are an independently owned business that brings some fresh thinking to wealth management, and together we have developed a collection of managed risk adjusted Governed Portfolios that represent our principles and beliefs about the way investments should be delivered for you.

With input from representatives of the Lonsdale Investment Policy Committee, Vestra Wealth dedicate significant resource and investment expertise to the creation and ongoing management of the Governed Portfolios.

If you’d like to find out more, simply speak with your Financial Adviser who will be able to discuss the Governed Portfolios in more detail, including the management fees and any other applicable costs, and assess their suitability based on your own individual circumstances.

(Please note:  The value of an investment and the income from it could go down as well as up.)

Latest News Next Article Previous Article