With the development of globalization, high net worth individuals (HNWIs) have increasing demand for cross-border asset allocation and wealth management. Vision investment services emerge as integrated platforms that provide global asset allocation, investment advisory, wealth planning and value-added family services to HNWIs. By leveraging expertise and networks in various areas, vision investment services aim to build trust and long-term relationships with clients across generations.
Diverse business lines meeting comprehensive client needs
Vision investment services feature diverse business lines catering to comprehensive client needs. Key services include global asset management, alternative investments, tax and wealth planning, real estate advisory, art consulting, overseas education, migration planning, and social investment. With a one-stop integrated solution, vision investment services can match clients with customized offerings based on their unique profiles and evolving priorities at different life stages.
Global footprint and international talent pool
Vision investment services operate globally to serve HNWIs worldwide. They are often headquartered in major financial hubs with regional teams covering strategic markets. For example, New Vision has offices in London, Singapore, Shanghai to connect Chinese HNWIs to global opportunities. At the same time, vision investment services build world-class multi-cultural teams with international expertise and local insights to provide professional advisory and deliver excellent client experience.
Long-term partnerships across generations
Compared to one-time transactions, vision investment services emphasize long-lasting partnerships with clients based on trust and goodwill. Tailor-made asset allocation strategies, inheritance planning services and value-added family offerings all aim to accompany clients as well as the younger generation along their life journey. Extremely personalized service and dedication to enabling clients’ success also make vision investment services an advisor recommended wholeheartedly to the next generation.
As an emerging one-stop integrated solution, vision investment services focus on addressing the diverse needs of HNWIs globally. By leveraging expertise worldwide, they deliver customized offerings catering to clients’ dynamic priorities at different life stages, with an aim to build long-term relationships with clients across generations through dedication and goodwill.