Preserving Capital
Across Generations.
Beyond the volatility of daily markets lies the stability of long-term stewardship. Through our strategic partnerships, we provide institutional-grade portfolio management solutions designed for sustainable growth.
A Curated Ecosystem.
We do not work in isolation. Vertex connects you to a global network of top-tier asset managers and product issuers. We combine our technological execution with their financial engineering to offer a suite of products typically reserved for institutional family offices.
The Client
The Beneficiary
Vertex
Infrastructure & Execution
- • Secure custody solutions
- • Regulatory compliance
- • Trade execution
- • Reporting & statements
Global Partners
Strategy & Access
- • Portfolio construction
- • ETF & fund access
- • Structured products
- • Research & insights
The Power of Partnership
Your Mandate, Your Choice.
Choose the level of involvement that suits your preferences and lifestyle.
Discretionary Mandates
Managed For You
Delegate the daily decisions to professional managers. Based on your risk profile and investment horizon, our partners construct and rebalance your portfolio automatically.
"Focus on your life while your capital works."
- Professional portfolio management
- Automatic rebalancing
- Risk-adjusted strategies
- Quarterly performance reviews
Non-Discretionary Mandates
Advisory & Execution
Retain full control. You receive institutional research, structured note opportunities, and allocation advice, but the final investment decision remains yours.
"We execute only when you say 'Go'."
- Institutional-grade research
- Structured product access
- Personal advisor support
- Full decision authority
The Expanded Asset Universe.
Access the full spectrum of wealth-building instruments traditionally reserved for institutional investors.
Structured Notes
Custom-engineered financial instruments designed to offer capital protection or enhanced yield in sideways markets.
Global ETFs
Diversified exposure to sectors, regions, and themes. Access Vanguard, BlackRock, and State Street funds with institutional pricing.
Direct Equities
Ownership in the world's most durable companies. Build a portfolio of blue-chip dividend payers and growth leaders.
Mutual Funds
Access top-performing active funds managed by world-class portfolio managers.
The Quarter Century View.
Trading is about capturing the next tick. Portfolio Management is about securing the next generation.
Our approach prioritises capital preservation and compounding returns over short-term speculation. We build portfolios meant to weather decades, not just days.
The Long Horizon
Let's Discuss Your Legacy.
Portfolio management services are available by application or referral.
"You have made your money. Now, let us help you keep it and grow it safely."