VFX Wealth/VFX AI
VFX AI

Allocation, decided.

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

Inputs

Tell VFX AI your position.

Four short questions. VFX AI maps them against the VFX Wealth mandate set and returns a structured recommendation.

Investment amount £100,000
£
Investment term
Investment objective
Risk appetite

Awaiting your inputs.

Set your amount, term and risk appetite on the left. The advisor will return a recommended allocation with three indicative scenarios.

How the advisor works

An engine, not an oracle.

VFX AI is an allocation engine, not a regulated personal-advice tool. It maps your inputs against the available mandate set using indicative return assumptions, and returns a starting point for a private conversation with the advisory team.

01

Profile mapping

Risk appetite is mapped to a target allocation across Fixed, Variable and Private Equity, using the same logic the desk applies in suitability reviews.

Inputs
02

Mandate scoring

Each pillar is sized against the chosen term — Fixed prefers longer holds, Private Equity needs eligibility, Variable scales with risk appetite.

Allocation
03

Scenario projection

Three scenarios are modelled — worst-case, midpoint, best-case — using the indicative return assumptions disclosed in mandate documentation.

Outcome
04

Human handover

Final terms, suitability, partner attribution and onboarding always go through the human advisory team. The advisor frames the conversation, not the contract.

Conversation

Take the recommendation forward.

When the advisor returns a structure that fits, book a private call. The team will validate the allocation, talk through partner attribution, and start onboarding.

Book a call