We aim to disrupt traditional wealth management models by using new processes and tools to engage with our clients.
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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.
The human touch, when it matters most.
The V3 team has over 70 years of combined investment experience.
We have built connections with specialists all over the world.
Our neutral model guarantees no conflicts of interest.
An instant snapshot of your wealth, whenever and wherever you want.
We believe there is a better way to do business.
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.