VFX Wealth The advisory arm of Vortex FX
Private clients only UK · Professional & HNW

Private capital, considered.

An advisory-led investment platform for private clients. A bespoke interactive platform, three deliberate mandates, and exclusive partnerships with regulated counterparties — built for people who expect their wealth to be handled with precision.

£500M+
Under advisory
As of Apr 2026 · across the three-pillar model
3
Deliberate mandates
Fixed · Variable · Private Equity
7
Regulated partners
FCA · ASIC · FSRA chain disclosed per mandate
HNW
Private clients only
Professional-investor eligibility
A quieter kind of platform

Wealth handled with the seriousness it deserves.

VFX Wealth sits within the Vortex FX group as its private-client advisory arm. We do not chase retail scale. We build considered mandates, wrap them in regulated structure via our partners, and deliver them through a single, bespoke interactive platform you actually enjoy using.

£3.8M
Fixed mandate · FCMA SPV
£27M
Variable mandate · VFX Strategy
£100+M
Private Equity · IPOFX
£500+M
Total platform investments · Apr 2026
The three mandates

A defined range, deliberately scoped.

Each mandate answers a specific question a private client tends to ask: what do I defend with, what do I compound with, and what do I take asymmetric risk with? Nothing is bolted on.

01 Fixed

FCMA SPV Service

A defensive, fixed-return mandate delivered via an FCMA special-purpose vehicle structure. Designed for the portion of wealth that should behave predictably.

  • Return profileDefined / fixed
  • RoleDefensive
  • WrapperFCMA SPV
See the FCMA SPV service
02 Variable

VFX Strategy

The VFX trading strategy, offered at distinct risk profiles with a transparent performance-fee structure. The actively managed, variable-return seat in a balanced allocation.

  • Return profileVariable
  • RoleActive / compounding
  • FeePerformance-linked
See the VFX Strategy
03 Private Equity

Main Market IPO & Pre-IPO

Access to main-market IPO and Pre-IPO opportunities via VFX Wealth’s OTC marketplace for private investors. The growth seat, with illiquidity understood.

  • Return profileGrowth / asymmetric
  • RoleAlternatives
  • AccessOTC marketplace
See IPO & Pre-IPO access
The Interactive Investment Platform

One platform. Every mandate. Fully bespoke.

Built in-house for our private clients. A single, considered interface for allocation, performance, statements and access to our IPO & Pre-IPO marketplace — with the restraint and clarity of a private-bank login, and none of the clutter.

  • Unified view of Fixed, Variable and Private Equity allocations
  • On-platform access to the OTC IPO & Pre-IPO marketplace
  • Reporting and custody routed through our regulated partners
  • Designed, built and maintained by Vortex FX
More on the platform
Total wealth under advisory Live
£4,286,120+3.8% YTD
Fixed · FCMA SPV
£1.24m
Variable · VFX Strategy
£1.92m
Private Equity · upcoming
Main Market IPO — Allocation window5d
Pre-IPO secondary — OTCOpen
Statement — Q1 2026Ready
VFX AI

Allocation, decided in seconds.

The bespoke AI advisor for VFX Wealth. Tell it your position, term, objective and risk appetite — it returns a recommended allocation across the three core mandates with indicative scenarios. Designed to start the conversation, not replace it.

3
Mandates modelled
12
Allocation outcomes
<3s
Recommendation time
Try VFX AI
Regulated via exclusive partners
Custody partner · Execution partner · SPV counterparty · Listing venue access · Reporting & statements · KYC / onboarding ·
Regulatory framing. VFX Wealth is a trading name of Vortex FX. Regulated activities — including custody, execution, and product wrappers — are performed by our exclusive regulated partners under their own permissions. Specific partner attribution is disclosed in each mandate’s documentation.
How onboarding works

A deliberate pace, from first call to first allocation.

We don’t accelerate things that shouldn’t be accelerated. Private clients are onboarded through a structured four-step process that prioritises suitability, documentation, and a clean audit trail.

01

Introduction

A private conversation to understand mandate, objectives, timeframe and existing wealth structure. No product pitch.

02

Suitability & eligibility

Formal assessment of professional-investor or HNW eligibility and appropriate mandate mix across the three pillars.

03

Onboarding via partners

Account opening, KYC and custody through the relevant regulated partner for each selected mandate.

04

Platform access

Credentialled access to the bespoke VFX Wealth Interactive Platform and your named point of contact.

Quiet capability, on request.

Book a call. A member of the advisory team will be in touch within one working day. Available to professional and high-net-worth clients only.

Book a call