Victoria Private Investment Office – Chichester
We offer a bespoke independent wealth management service to private clients, charities and trusts – a service built on over 22 years of institutional and private client experience that places investment performance and client service at the heart of everything we do.
Our aim is to make life easier for all our clients – to demonstrate to every client every day that their wealth is being well looked after and we are managing our clients’ wealth as we would manage our own.
Whether you have an existing investment portfolio, cash savings, a self-invested pension plan or ISA, we offer global investment expertise working to help our clients achieve their goals and ambitions.
We offer a full-service probate service to estates – typically instructed by solicitors, our probate discovery, valuation and stock-broking services are fast, cost-effective, local and in-person – cutting the workload for solicitors and private clients.
Unlike many national wealth managers who often consider probate a distraction, probate is at the heart of our business.
We welcome client estates of all sizes.
Who we are
Victoria Private Investment Office has been managing investments for over 15 years.
Originally founded to look after the investments of the Scanlon family who owned the Fosters brewing business in Australia, we have grown through word of mouth.
We cherish our independence – being free of conflicts of interest is crucial for safeguarding client interests.
How we are different
You are looked after by your personal investment manager who manages your tailor-made portfolios.
Your relationship is not managed by a relationship manager who is frustratingly not involved in the day-to-day investment process.
We value personal relationships and the importance of outstanding service and earning family trust.
Every client is treated equally regardless of the size of your investment portfolios. Many larger wealth managers and international private banks do not do this.
We have a service culture – not a sales culture.
We bring an institutional approach to investment research, asset allocation and investment selection.
Our investment philosophy focuses on maximising absolute portfolio performance through the investment cycle – we aim to be pro-active in anticipating cyclical changes in the global economy and in the wider market sentiment but believe high quality growth companies will grow through each cycle.
Whether we are investing directly in stocks and shares or through collectives like investment trusts or unit trusts, we have built our reputation on a rigorous, consistently repeatable, independent investment process. It is a process that identifies the fundamental strengths of the companies and external investment teams we look to invest in and highlights the weaknesses of those we actively seek to avoid on your behalf.
We look to invest for the long-term – often, the right decision today is still the right decision in 5 or 10 years time as the earnings power of the underlying business comes through.
Most clients have a decision to make – do I look after my portfolio myself or do I delegate to someone I trust?
For some, investment management is a fascinating pastime and they may succeed because they have a lot of prior experience of investing allied to good sources of information, natural flair and the motivation to commit the time.
Most people do not have the knowledge, experience or time to do it themselves and therefore choose to appoint someone they trust who offers the necessary experience and expertise. Someone who understands your family and financial situation and works to build a lasting relationship.
Someone who understands how much work went into building your family’s wealth in the first place and how important it is to protect and grow its real value for you and the for the benefit of future generations.
We are very happy to sit down and answer all your questions for as long as you like.