Mandates agreed in writing
A periodic review of what is held and why.
Holdings, costs and concentration are set out in a short written note for each review date.
Mandates agreed in writing
A holding is only understood when the statement, the cost and the reason for it agree. Send a message and we will set out the options.
VW Aureus works from Paul Street with private holders, family companies and trusts. Statements arrive, they are reconciled, anything unexplained is raised early rather than at the review, and each reporting date produces a short note on holdings, costs and anything that has drifted from the mandate. The client list is deliberately short, so the person doing the work is the person you speak to. Ask us directly and you will get a straight answer.
WILLIAM VANDENELSKEN
Mandates agreed in writing
Vw Aureus: where the details make the difference
Mandates, statements and reporting are kept in one place, checked against source documents and issued on the dates agreed. Ring or e-mail and we will confirm the details.
Records ready for any
Say what you have in mind and we will take it from there in daily practice
Describe the job, the timescale and the location. We reply with a price range and the next practical step.