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Vertex FoundationFinancial Services

Lost Asset Recovery

Help tracing assets you may have lost track of.

Old bank accounts, forgotten pensions, dormant investments or unclaimed funds — we help you investigate what may exist and pursue it through the appropriate channels.

How the process works

  1. 01

    Discovery call

    We discuss what you believe may exist and the information you have.

  2. 02

    Investigation

    We search relevant records and registries where permitted.

  3. 03

    Verification

    We help assess whether a claim may be possible and what evidence is needed.

  4. 04

    Pursuing the claim

    Where appropriate, we support you through the claim with the relevant institution.

Fees and transparency

Our fees are agreed transparently with you in writing before any work begins. In some jurisdictions you may be able to search for and claim certain assets yourself, free of charge, through official services. We will tell you about these options.

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