We encounter changing stages through our lives. A single investment strategy cannot suit every stage, nor adapt to inevitable change. Vobis have created a portfolio of investment strategies to suit every circumstance.
You may be looking to accumulate wealth, or preserve the wealth you have. Perhaps you're at the point where your assets must generate an income, or a key priority is investing for positive change.
Many clients also have a requirement for multiple portfolios for themselves and their family. Maybe there are different timelines to consider, variable needs or changed objectives.
At Vobis we offer multiple investment portfolios designed to work for you and your circumstances. So no matter the complexity or simplicity, our Vobis portfolios align to you.
The principles of Investing
Our investment approach is based upon a focus on four key principles. These are a simple set of principles, which are centred on the outcomes you want to achieve. They can be summarised as:
About you, culture, research and listening. The following slides take a look at each principle in turn.
It's about you
As an independently owned and regulated wealth manager we are able to align our advice to your journey. We don’t have to fit your circumstances into an inflexible proposition. So no matter your stage in life, or your current objectives, we have the appropriate strategy to manage your wealth for you, and for your family.
Our portfolios are designed to fit you.
At Vobis we do not build our own financial products and investments to push onto our clients. Indeed we use only external investments, as this gives us the freedom to design portfolios. We have no sales targets to hit, as this shackles us to the profit-motive, whereas wealth management should and must be about you, for you.
Our culture is based upon transparency and simplicity in our fees and the freedom to work for our client's interests.
All that we do would be impossible without appropriate, and constant, research. We design and build portfolios for our clients based on the outputs from external macro economics and in-depth fund analysis. Our research is rigorous and constant, with regular reviews feeding into our strategies allowing us to adapt and pivot when need arises.
We'll never rest on our laurels because markets fluctute and change, so Vobis monitors and adapts.
You’re well aware of your own goals, objectives and hopes for the future. For us to be successful we need to know this too, as knowing your objectives allows us to develop strategies to achieve them. Long experience has shown us that one’s desires and hopes change throughout one’s life. So Vobis will keep questioning, and more importantly, keep listening.
Your goals and desires may change, so Vobis will keep listening to you in order to help you achieve your goals.