The Vine Story
Vine Strategy Story
Financial advice with professional strategies.
Vine Strategy provides access to expert professionals who help individuals manage their money and investments. We will provide guidance on investments, insurance, retirement planning, and estate planning.
Our Mission
To provide sustainable intelligent advice to an array of private and institutional investors.
- Forward Thinking
- Industry Leading
Expert Advisors
Our team of venture capitalists has a deep understanding of the startup ecosystem, with a focus on identifying and investing in promising companies that have the potential to create positive change. We provide not only funding but also strategic guidance and mentorship to help our portfolio companies achieve their full potential.
We have a strong commitment to sustainability and environmental responsibility, and we actively seek out companies that are aligned with our values. We believe that investing in companies that are making a positive impact on the environment and society can not only generate attractive returns but also create a better world for future generations.
We are committed to transparency, integrity, and excellence in everything we do. We take the time to understand your unique needs and goals, and work closely with you to develop a personalised investment strategy that is right for you.
Speak to an advisor
George Chan
Co-Founding Partner
George is one of the co founders of Vine Strategy. He has more than 30 years of experience in the banking and investment industries.
Jeffrey Taylorson
Co-Founder CEO
Jeff is a founding partner and Chief Executive Officer to Vine. Jeff has an impressive history in the financial markets.
Adam Michaels
Director of Finance
Adam joined vine in 2016 with a clear vision of how Vine strategy could improve with regards to the future income and regulatory pressures.
Christopher Jules
Head of Private Equity
Chris is our Head of Private Equity and has vasts amounts of knowledge of the finance sector which he shares with his peers and clients.
David Thorton
Head of Venture Capital
David joined us in 2017 as our Head of Venture Capital and has grown Vine into a forward thinking powerhouse for global venture capitalists.
Martin Rotheram
Chief Financial Analyst
As a Chief Financial Analyst Martin has his ears to the ground and his finger on trigger. Martin has a second sense when it comes to analysis.
We believe that successful investing requires a combination of expertise, discipline, and a long-term perspective. That's why we take the time to understand your unique needs and goals, and work closely with you to develop a personalised investment strategy that's right for you.
Whether you are an entrepreneur looking to launch your next venture, or an investor seeking to build and protect your wealth, we are here to help. Contact us today to learn more about our services and how we can help you achieve your financial goals.
Begin Your Exciting, Life Changing Investment Journey Today.
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