Trust. Integrity. Honesty.

 

Proudly independent and privately owned, Vertex Capital Group specialises in offering an individually tailored service for retail and institutional clients. We are able to offer clients a variety of products aiming to build robust and diversified portfolios tailored to individual requirements.

The needs of our clients forms the foundation of our business. We aim to align our interests closely with those of our clients opening up the opportunity to create relationships that are built for longevity. Thriving on long term client relationships, we seek to navigate our clients through each stage of their financial journey and monitor markets pro actively. Our highly experienced team focuses on personal commitment to the financial well being of each and every one of our clients.

Our business model is based on enhancing our product offering for our existing client base, alongside attracting new referral clients. Being independently owned, the company is not tied to products or companies: we aim to ensure all products have been thoroughly researched and are based on sound academic insight. We are able to develop new investment ideas, and are not limited to standard portfolio models.

We aim to keep our clients up to date with all breaking news, with access to the latest research and technology, and our strong networks with London trading desks. Offices in both central London and Worcester enables regular face to face client meetings.

Vertex Capital Group has a culture of successfully managing risk as well as performance and undertakes due diligence on all products we recommend to clients. We invest time building suitable investment propositions, thus aiming to ensure that clients receive a service that is specifically tailored to their financial goals.