Veblen FundVeblen Fund

DISCIPLINED CAPITAL

Capital Built for Time

We build portfolios with clear rules, calm risk checks, and plain monthly reports. Made for private investors, families, and institutions that want long-term growth.

View plansRead reports
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BEST SELLERS

Best sellers for capital plans

Lead with the products customers compare first: clear names, real benefits, prices, badges, and fast links to buy.

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Best sellerPrivate investors

Core Growth Mandate

£7,500.00

£8,500.00

Built for steady growth.

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HOTMonthly income

Income Balance Plan

£6,250.00

Income with a steady defence mix.

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-13%One-off review

Family Office Review

£3,250.00

£3,750.00

Clear notes for family capital.

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NEWUK growth

UK Equity Sleeve

£4,900.00

Focused UK shares.

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Save £400Capital defence

Global Bond Ladder

£5,100.00

£5,500.00

Laddered bonds for cash flow.

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PopularShort cash need

Cash Reserve Plan

£2,150.00

Keep money ready when you need it.

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Top pickRetirement cash

Pension Drawdown Plan

£575.00

£675.00

A clean plan for pension cash.

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BoardBoard-ready deck

Institutional Report Pack

£1,250.00

Plain charts for board use.

Seasonal offer

Year-end review offer

Feature one bundle, collection, or gift guide with enough context to make the offer feel intentional.

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Save £500

Quarterly Portfolio Check

Get a clean asset mix, risk notes, and a clear next step for the next 90 days.

£1,250.00

Featured offer
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POPULAR

Private Investors

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NEW

Family Offices

The Map

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Social proof

Loved by clients

Pair customer language with practical buying reassurance so shoppers can decide without hunting for policies.

“

“Our portfolio now has a clear plan, and the monthly notes make every change easy to follow.”

O

Sophie Grant

Verified buyer

“

“We wanted plain reporting and steady risk checks. Veblen Fund gave us both without extra noise.”

W

Daniel Iqbal

Verified buyer

Complete the basket

More to buy

Half-open market note booklet with brass clip on travertine, pages lifting in soft light.
Popular12 pages

Monthly Market Note

£49.00

12 pages

Charcoal leather consultation folio with stone token and folded card in gold rim light macro.
Best seller60 min call

Portfolio Health Check

£650.00

60 min call

Three cream portfolio sleeves fanned on a pale oak bench in a hazy private library.
NewFor 3 accounts

Family Capital Plan

£1,900.00

For 3 accounts

Graphite ledger volumes stepped with a slate marker and ivory envelope on concrete.
SaleQuarterly update

UK Dividend Tracker

£89.00

Quarterly update

Ivory retirement folio opening on black surface with linen sleeve and stone weight
Top pickRetirement plan

Pension Drawdown Map

£575.00

Retirement plan

Six report volumes bound with a matte gold band on a limestone sideboard
Save £406 reports

Wealth Report Bundle

£240.00

6 reports

Overhead flat lay of memo folios, card sleeve and metal clip on cool concrete.
HOTBoard ready

Institutional Memo Pack

£1,250.00

Board ready

Stepped binders and cash sleeves on pale oak with brass dividers and a ceramic weight.
-15%Low risk mix

Cash and Bond Ladder

£4,100.00

Low risk mix

Journal

Read the latest notes

Questions

Common questions

Quick answers before visitors choose a product, service, or next step.

01Who is Veblen Fund for?+

We work with private investors, families, and institutions that want clear rules, steady reporting, and long-term capital growth.

02What do you manage?+

We build portfolios, set asset mixes, review risk, and send plain reports so you can see each key move and why it matters.

03How often do you report?+

Most clients get monthly updates, with extra notes after major market moves or portfolio changes as needed.

04Do you take one-off work?+

Yes. We offer portfolio reviews, asset allocation checks, and report packs for new or existing holdings with fixed fees.

05Is there a minimum?+

Minimums depend on the service. Please book a call and we will suggest the right tier for your size and goal.

06Where do you work?+

We are based in London and serve clients across the UK, with support for cross-border family and institution needs.

Monthly notes by email

Get one short email each month with market notes, risk checks, and plain next steps for your portfolio.