Frequently asked questions
For prospective clients and their advisers.
Before a mandate
What does Vireon do?
We manage investment portfolios for private clients and institutions under written mandates, making day-to-day decisions within limits agreed with each client. The services a mandate can use are compared on the Services page.
Who do you work with?
Private clients and families, family offices, institutions, and foundations and endowments that are investing for the long term. Who We Work With explains what each relationship involves.
Which service is right for me?
That is decided at the structure stage, once your objectives, time horizon and liquidity needs are written down. Services sets out what each service holds and when it typically applies.
Is there a minimum?
We do not publish a minimum. Each relationship is considered individually, and we limit the number of clients we take on.
How do I start?
Send an enquiry through the contact page. The first conversation is the start of stage one: understanding your objectives and obligations. There is no obligation to go further.
During a mandate
How does a mandate work?
We agree a written investment policy with you, setting out objectives, constraints and limits. We then manage the portfolio within it and make day-to-day decisions on your behalf, without asking you to approve routine trades. If your circumstances change, the policy is revisited with you.
What does the investment policy contain?
Your objectives; the obligations the portfolio must fund and when; its time horizon; how much must stay accessible; your tolerance for loss and the limits that express it; the services used; any restrictions; and how often you receive reports.
How often will I hear from you?
Reporting frequency is set in your mandate. You can also contact the team between reports.
Where are my assets held?
With independent third-party custodians. Vireon directs the management of your portfolio but does not hold your assets itself.
How do you manage risk?
Each portfolio has limits set in its investment policy and is monitored against them. Oversight checks are made separately from day-to-day decisions. Monitoring does not remove investment risk: the value of a portfolio can fall as well as rise.
If your question is not covered here, include it in your enquiry.