Investments & Transactions Services

We can support you, in conjunction with your advisers, in implementing your investment strategies. We have access to a worldwide network of experienced professionals, giving you an extra source of investment and financing opportunities. Our relationships with a variety of specialist financial advisory boutiques, for example, present alternative solutions when you're seeking diversification or exposure to different asset classes.

Our services include:

Wealth manager selection, investment monitoring and cash management
Support in finding real estate opportunities in all types of property through our network of brokers and advisers
Liaising with specialist corporate finance advisory firms for direct investments
Facilitating access to suitable private equity managers who offer a diverse range of alternative investment strategies
Access to independent finance and foreign exchange brokers.

Wealth Services

How can we help?

To discuss how Vistra can help you with Investments & Transactions, simply complete this form and one of our experts will contact you.

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The SEC’s new private fund adviser rules: Who’s affected and how to prepare

In August 2023, the US Securities and Exchange Commission adopted new rules and amended others to enhance the regulation of private fund advisers. According to the SEC, the changes are “designed to protect private fund investors by increasing transparency, competition and efficiency in the private funds market.”