vincerra

multi-asset broker

Some companies only focus on insurance, Others on investments.
Our advisors look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you’ve always wanted.

For those with significant means, our Vincerra Private Client Group offers an exclusive comprehensive approach to private wealth management combining the strength of Vincerra with the specialized expertise of a boutique firm.

As Featured In

Business Sectors

Sustainable investing

Understanding the impact companies have on people and planet is part of the foundation of how we invest

Corporate sustainability

We are committed to leading by example and making a positive impact through our own business

Measuring impact

We invest heavily in our proprietary tools and data to shift the way we view and value companies

Active ownership

We apply influence to management teams to ensure sustainable practices in the assets in which we invest

We All Need Help to Realize What We Want Most.

Private Assets & Alternatives

Business Coaching

Mutual Funds

Wealth Management

The risks of only looking at risk and return

Profit margins. Potential growth. Market capitalisation. There are many ways of evaluating a company’s worth. But companies don’t exist in a vacuum. The way they behave has real-life consequences – negative and positive. If you don’t take this into account, you aren’t getting the full picture.

Take risk and return. That’s the traditional lens through which to judge investments. However, alongside these we believe in assessing a third dimension: impact.

Protecting yourself against fraud

Fraudsters are constantly developing their tactics and looking for new ways to steal your money through social engineering tactics. Resist the urge to act immediately no matter how dramatic the claim or urgent the situation. It is important to recognise a scam and understand how you can help protect yourself.

Unfortunately scams and attempted frauds through social media, phone calls and emails claiming to be from a vincerra representative do sometimes occur. You may be contacted by people claiming to be from Schroders who will try to persuade you to invest with them

For us, sustainability isn’t just about making better investment decisions – it is also about continuing to push for progress. Our active ownership ethos means we engage with the companies and assets we invest in, using our influence to encourage them to employ more sustainable practices in order to enhance their long-term value.