A complete list of active advisors currently associated with Vectis Capital

Warmer can help you find a great advisor at Vectis Capital or one who fits your needs even better.

Vectis Capital provides discretionary and non‑discretionary portfolio management and integrated financial planning primarily for ultra‑high‑net‑worth individuals and families, and has added family office services to its offering. The firm reports roughly $126 million in regulatory assets under management and works with a small number of client households while coordinating with clients’ tax, estate, and trust professionals. Its investment process combines quantitative, fundamental, technical, and economic analysis and may deploy allocations to independent managers, private funds, and pooled vehicles as part of portfolio construction. Vectis also performs operational work for private investments — due diligence, capital call and distribution management, and consolidated reporting — and publishes periodic newsletters and educational webinars for clients and subscribers. What distinguishes Vectis from many peers is its active role in private fund activity: certain management persons serve in senior roles at an affiliated adviser and affiliated private funds, and the firm may recommend or sponsor pooled private investment vehicles that charge performance‑based fees at the fund level. The firm’s small client base (about 25 clients) supported by a multi‑advisor team, its emphasis on family office services, and temporary dual‑registration arrangements to facilitate personnel transitions are features the brochure discloses as potential conflicts and supervisory considerations that are less common among similar advisers.

To learn more about the advisors currently working at Vectis Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.