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Vistafolio Reviews 3

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TrustScore 4 out of 5

4.0

Fund Management Company

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Company details

  1. Fund Management Company

Written by the company

Vistafolio is a registered investment manager for eligible and wholesale investors only, offering global managed accounts where the assets remain in the investors’ name. The strategy offers global and sector diversification, focused on developed markets. Vistafolio is a transparent and preferred solution for private clients and institutional investors.

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Rated 5 out of 5 stars

A Game-Changer for my Investment Success

I have been subscribing to the Wealth Morning newsletter for over a year with great insights and great results. Highly recommended.

Every week, I get expert advice on my investment options that I don't get from any other sources. Simon and John's research and writing style makes it easy to consume, understand, and take action. They take some complex topics and make them very approachable. Regular updates without being overwhelming.

I have enjoyed strong portfolio growth in the inconsistent market we are in based largely on the ideas Wealth Morning provide me.

Essential reading, great perspectives, extremely usable advice.

Date of experience: 05 May 2023

Rated 5 out of 5 stars

Approachable and Communicative

Approachable and communicative are the two words that come to mind when thinking of my experience with Simon and John. We have shared this relationship for nearly three and a half years and I am not going anywhere else. Simon and John tailor investments to your mindset while also willing to challenge that mindset. It is great. No regrets and I look forward to many more years together.

Date of experience: 08 May 2023

Rated 5 out of 5 stars

These guys are reactive and great

These guys are reactive and great. What I really like is the personal service. They are more than happy to call you back, compare notes etc.

I have never found them not happy to spend the time discussing a situation etc.

Date of experience: 26 April 2023

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