Walfrid Private makes it easy for clients to access world class long term investment management, without hidden fees or large commissions. We construct, develop and manage your personalised Globally diversified Investment Portfolios across all asset classes.
Design it and leave us to manage it.
Once your comfort threshold for risk is found and your portfolio is chosen, we"ll do the work so that you can focus on work and family.
Efficient Fee Structures
Investing should be cost efficient. We provide investment management in a straight line cost structure, leaving more in the fund to invest.
We manage investments with tax in mind. Minimising your tax is key to maximising wealth. When possible we use gross roll up & reduced exit tax rates.