Vision Private Wealth (FSP 44902) is a registered CATEGORY I and II Financial Services Provider with the FSCA. The company is owned and managed independently and provides investment and fund management solutions to Vision Risk and Investment Consultant’s (Vision RIC) clients. In addition to offering solutions through various investment platforms, Vision Private Wealth also provides support services to the financial advisors at Vision RIC. Through continued research, training of and technical investment advice to financial advisors, Vision RIC’s clients can be assured that they are receiving appropriate investment advice suited to their individual needs.

With profound skills, expertise, and experience, we have an exceptional advisory team. The team’s most senior member has more than 20 years’ experience managing private equity portfolios for high net worth clients. Each client’s investment portfolio is managed with due care and diligence, applying various strategies to accomplish investment objectives. We are not a corporate enterprise and therefore we can manage each investor’s portfolio according to his/her own unique circumstances.

We have a dedicated investment committee who has weekly investment meetings, discussing various trends in the market, evaluating portfolio strategies, developing new solutions etc.

Due to our FSP II license we have access to phenomenal boutique fund managers, offering unique alternative strategies to our private and corporate clients with outstanding performance track records. Volatile markets call for innovative strategies to achieve reasonable growth opportunities. Adding these solutions to a diversified portfolio has proven very successful.

Mission Statement

Our clients are the core of our business and in the pursuit of our goal to provide them with the highest level of service, we will conduct ourselves in accordance with the following precepts:

• Provide quality services to our clients while maintaining the highest standards of ethical behaviour.
• Create long-term client partnerships by delivering unique investment insights.
• Understand each client’s financial values, objectives and concerns and design a portfolio to address and accomplish the above.
• Be transparent and communicate effectively.
• Respect diversity and value differences of opinion.
• Use cutting-edge technology to ensure our clients’ investments are managed effectively.

Investment Philosophy

We believe that the key to achieving your investment objectives is by designing a portfolio committed to strategic asset allocation. Our process blends robust quantitative tools with your unique circumstances to create an investment portfolio that addresses and meets your specific needs and objectives.

Portfolios are composed by the optimal distribution of wealth across a wide spectrum of asset classes that are selected based on your investment objective, risk tolerance, and time horizon. We believe a well-diversified portfolio needs to have exposure to a wide variety of asset classes to enable stable returns over time and to diminish overall risk.

Each individual’s investment objectives and needs are different; therefore we customise the investment strategy to fit your unique profile. Living in a world that changes constantly, our process adapts quickly to not only those changes – but the changes of the individual as well. The key to achieving your objective is to find the perfect balance between risk and return given your unique circumstances.