Vested Equities
Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes with ease. Using our technology as the backbone for portfolio weightings, we assist our clients with investment selection in passive or actively managed stocks, bonds, REITs, and ETF’s. Our goal is to provide clients with the lowest level of volatility risk for their desired return, whilst providing a complete, simple, and optimised solution for all of their investment needs.
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Verified contacts
8
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- SJ
Samuel James
Director · General Business & Management
EmailPhone - TC
Thomas Corpe
Advisor · Finance & Accounting
EmailPhone - SM
Stuart McClure
Managing Director · General Business & Management
EmailPhone - MK
Mitchell Knowles
Private Investment Adviser · Finance & Accounting
EmailPhone - SS
Steve Soars
Senior Private Client Adviser · Finance & Accounting
EmailPhone - DJ
Daniel Jackson
Investment Advisor · Finance & Accounting
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Vested Equities
7 distinct titles indexed · top 7 shown.
- 2investment advisor
- 1advisor
- 1director
- 1managing director
- 1private client advisor
- 1private investment adviser
- 1senior private client adviser
Sign up to unlock all 8 contacts at Vested Equities
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