VNDIRECT

Investing & wealth management

VNDWealth — Investing & wealth management

Long-term, personalised wealth management with an expert alongside you.

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Significant assets need structure: a strategy set to your goals, professional execution and a scope you agree in advance.

Who is this journey for?

  • You want a strategy designed around your goals and asset size
  • You prefer experts to manage within an agreed mandate
  • You are planning for preservation and generational transfer

Solutions in this journey

Wealth solutions only — funds and bonds stay in the Navigator.

Needs-based solution design

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Solutions shaped to your goals and asset size

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SMA — Discretionary portfolio management

Experts manage your portfolio to an agreed strategy

Expert services

Advisory and discretionary management, clearly separated.

DSA–ISA — Asset allocation advisory

Build an asset strategy that fits your goals

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PM — Discretionary portfolio management

Experts manage within the agreed scope and strategy

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Platform

DGO

See your full asset picture and every mandate in one place.

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Destination and naming follow whatever is live at launch.

Discretionary management follows the scope and strategy agreed in your contract.

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