Vault: Private Wealth

理財

僅適用於 iPhone

免費 · 專為 iPhone 設計

iPhone

Vault is UAE's first digitally-enabled private wealth management app for high-net-worth individuals. With Vault, you get access to personalized guidance from a dedicated financial advisor who's incentivized to put your best interests first, along with a suite of investment opportunities ranging from customizable diversified portfolios of equities and bonds, to private market opportunities* such as private equity and venture capital. Why Vault? Advice from experienced professionals: Our advisors combine the best of financial planning, asset allocation, tax advice, and investment banking. Each of our advisors are a true fiduciary - we not only prioritize your best interests but we're also bound by regulatory obligations and incentivized by them. Our advisors take the time to understand your current circumstances, identify and align on what your financial goals are (whether it's wealth preservation, education, retirement, or estate planning), create a plan to help you achieve your financial goals, and regularly monitor progress, adapt, and offer ongoing support. A custodian you can trust: When placing your money with a custodian, you need to make sure your custodian is secure and can endure through good and bad times. That’s why we chose Interactive Brokers. Your offshore account is opened directly in your name with the Custody Bank & Broker, Interactive Brokers. Your assets are protected by both the SIPC and the US FDIC. Invest with diversification at the core: At Vault, our investment methodology blends diversified portfolios of global equities and bonds, thematic investing (such as AI and sustainable energy), and private market strategies (such as private equity and venture capital) to safeguard and grow your wealth. For investors that would like to invest within the Islamic principles, we have created diversified portfolios with different allocations that are Shariah compliant. Earn 5.03%* on your idle cash with SmartCash: You earn interest each day your deposit is active with the ability to withdraw at any time. You can earn a competitive return without the pressure of timing the market. Rates are set by the US federal reserve. *SmartCash is available for USD, EUR, and GBP currencies and the rate varies depending on the currency. Exclusive access* to private market opportunities: Private market investments can enhance a portfolio's performance and the added diversification can help to reduce overall portfolio risk and improve long-term performance. The minimum investment to enter these opportunities is on average $3M-5M. *Vault offers private market opportunities at exclusive minimum investments as low as $100K for it's professional clients. Cutting-edge technology: Our integration with Onfido and Lean Technologies allows you to complete verification and make deposits seamlessly. Choose from a variety of exclusive investment offerings within minutes of signing up and having your account opened. View and manage your portfolio, whilst getting personalized guidance from our fiduciary advisors, all within the app. Get started with a complimentary financial planning session with a Vault advisor. No commitments or obligations. Or sign up for an account today. Vault Wealth Limited is a company incorporated in the Abu Dhabi Global Market ("ADGM") and is regulated by the Financial Services Regulatory Authority (FSRA) with a category 4 license for advising on investments and credit, and arranging deals with retail endorsement. Our registered office is at Office 811C, 8th floor, Tamouh Tower, Al Reem Island, Abu Dhabi, United Arab Emirates.

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版本1.19

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資料

  • 供應商
    • Vault Wealth Limited
  • 大小
    • 48.3 MB
  • 類別
    • 理財
  • 相容性
    須使用 iOS 15.1 或以上版本。
    • iPhone
      須使用 iOS 15.1 或以上版本。
    • iPod touch
      須使用 iOS 15.1 或以上版本。
    • Mac
      須使用 macOS 12.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
    • Apple Vision
      須使用 visionOS 1.0 或以上版本。
  • 語言
    • 英文
  • 年齡分級
    18+
  • 版權
    • © 2024 Vault Wealth Holdings Limited All Rights Reserved
  • 開發者網站
  • 私隱政策

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