V3 disrupts mainstream wealth advice. We combine new tools and technology with the forgotten art of human connection.
We deliver in-depth financial expertise and asset management to radically improve the way you engage with your portfolio.
The Life Audit.
The Life Audit is a meticulous assessment of your affairs that gives us an unrivalled view of your wealth, incorporating everything from bank accounts to property, stocks to private collections. We use it to create and implement a unique strategic wealth plan that forms the basis of our future recommendations.
Estate
Assets
Ambitions
Plans
Accounts
Exposure
Members
A Trusted Representative.
As a Private Office, we act as your trusted representative, proactively monitoring financial arrangements on your behalf. This oversight gives us the ability to deliver truly tailored asset management and wealth planning advice that is fully aligned with your strategic goals. Below are just some of the elements we incorporate into our planning and advice.
Diligence Negotiation of
Bank fees Credit
Cards Portfolios Investment
Strategies Accounts Correspondance Financing Forensic
Accounting Wire
transfers Investment
Orders Credit
Facilities Private Equity
opportunities Regulatory
Provisions Estateplanning
The Vantage Point.
Our technology enables you to monitor all of your affairs by giving you a single, consolidated view of your wealth. The V3 app offers constant performance updates (including portfolios managed by us, as well as other asset managers), whilst our client portal provides a secure channel for information and communication.
Your Wider Wealth.
Our desire to cut complexity, inconvenience and unwarranted expense extends to all aspects of your wealth, not just your portfolio of investments. Our collectibles advisory, protective partnership solutions, services for the next generation and concierge assistance are just some of the ways in which we make it simpler for you to pursue your passions.
