Borrow Without Selling
Access liquidity while remaining invested.
Volans provides portfolio-backed lending solutions that help advisers, family offices and sophisticated investors unlock the value of their assets without disrupting long-term investment strategies.
Whether funding investment opportunities, supporting bricks and mortar acquisitions, meeting tax obligations or accessing liquidity, Volans helps clients put their capital to work while remaining invested.
Why Borrow
Selling assets can create tax consequences, interrupt investment strategies and reduce flexibility.
Portfolio-backed lending provides an alternative.
Access capital when needed while maintaining exposure to the investments that matter most.
Common Uses
Investment Opportunities
Act on opportunities without liquidating existing holdings.
Bricks and Mortar
Support short term bricks and mortar opportunities and financing requirements.
Tax Obligations
Meet tax liabilities without disrupting long-term investment plans.
Business & Growth
Access capital to support business opportunities and expansion.
Portfolio Diversification
Reposition or expand portfolios while maintaining market exposure.
Lifestyle & Major Purchases
Access liquidity for significant expenses and personal goals.
How It Works
Establish A Facility
Eligible assets are assessed and a lending facility is established.
Access Capital
Draw funds within approved limits when required.
Remain Invested
Maintain exposure to your portfolio while accessing liquidity.
Ongoing Oversight
Facilities are supported by continuous monitoring and risk management.
Eligible Security
Security may include:
• Listed Equities
• Exchange Traded Funds (ETFs)
• Managed Funds
• Fixed Income Securities
• Cash Balances
Eligibility and lending limits are subject to assessment.
Why Choose Volans
Independent
Focused on lending solutions rather than product distribution.
Flexible
Facilities designed around client objectives and portfolio characteristics.
Experienced
Dedicated lending specialists supporting advisers and clients.
Award-Winning
Recognised globally for innovation and excellence in wealth management.
Capital Should Move As Fast As Opportunity
Helping advisers, family offices and wealth management platforms unlock liquidity while keeping clients invested.