Which Vault offering are you interested in?
Vault only works with investors/clients who have more than USD 100k of liquid net worth, and unfortunately cannot serve clients below that threshold.
Select all that apply:
What happens after you send this.
A 30-minute call
We arrange a time that suits you and talk through your goals, what you hold today, and where it sits. No documents are requested before that conversation, and there is no pitch.
A view, in writing
If there is something worth changing, we set out what and why. If your plan is already sound, we say that instead. Either way you keep the write-up.
Your decision
Nothing is opened, moved, or charged until you ask for it. If the answer is not yet, that is a complete answer.
Who you will be speaking to.
A qualified advisor, not a call centre. Vault advisors are CFA- and CFP-certified, with an average of 15+ years of experience from global private banks and wealth managers. They are paid to advise, not to place products: Vault is fee-only and takes no commissions from anything you hold.
Assets are held in your own name at Interactive Brokers rather than on Vault's balance sheet. If you would rather read before you speak to anyone, how planning works and how we invest cover the process in full.
Vault Wealth Limited is regulated by the FSRA and registered in ADGM.