Our Clients

Who we help

Investors

Family Offices and Sophisticated Investors

You can invest directly into our YFS Intelligent Wealth Fund or use our managed portfolio via a Financial Adviser.

Grow your wealth

Preserve and grow your hard earned money.

Secure your future

Secure yours and your family's financial freedom

Family

Investor Testimonials

Hear from Those who trust us

Jim Mellon Investor

The YFS Intelligent Wealth Fund invests in an innovative and disruptive companies that are shaping our future. These companies offer the potential for significant investment returns in the future in emerging sectors such as longevity, biotechnology, renewable energy, robotics, 3d printing, Internet of Things, artificial intelligence, virtual and augmented reality etc.

Geoff Roser Investor

As soon as the YFS IWF came available I signed up for and have been extremely pleased with its performance since the start.

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The Seven Themes Of The Future

Disclosure of Holdings

We are transparent and here is the full disclosure of our holdings. For the most up to date documents Click Here

GAMES WORKSHOP GROUP PLC

AMAZON.COM INC

COMPUTER MODELL

NVIDIA CORP

KLA CORP

NOVA MEASURING

MICROSOFT CORP

NOVO-NORDISK-ADR

JUVENESCENCE LTD

BECKLEY PSYTECH LIMITED

CHAPTERS GROUP AG

CONSTELLATION SO

MERCADOLIBRE INC

WISDOMTREE PHYSICAL GOLD

FORTINET INC

ASML HOLDING-NY

MEDPACE HOLDINGS INC

ARISTA NETWORKS INC

WISE PLC – A

ASHTEAD TECHNOLO

BITMINE IMMERSIO

CONSTELLATION-40

SHOPIFY INC – CLASS A

ALPHABET INC-CL A

PAYPAL HOLDINGS INC

BWX TECHNOLOGIES INC