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DirectoryFinance & InsuranceFinancial ServicesGenevaCapital Vision Wealth Management SA
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Capital Vision Wealth Management SA

Summary

About the company

Capital Vision Wealth Management SA is a financial engineering and wealth management firm that structures and distributes investment products, with a focus on structured products for asset managers, family offices, insurance companies and private banks. It provides tailored solutions such as structured notes, actively managed certificates and other derivatives, and operates an in-house technology platform (VIZIBILITY) for pricing, portfolio monitoring, RFQs and trade execution.

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Structured products
Structured products, Actively Managed Certificates and other investment products for family offices, external asset managers, insurance companies and private banks; tailored solutions, portfolio monitoring and access to multiple issuers.
Technology platform for structured products (VIZIBILITY)
Web application for issuing, managing and monitoring structured products with real-time portfolio analysis, price requests, order execution, notifications, access to KIDs and fact sheets, and compliance functions.
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Location

Rue du Rhône 59
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-207.527.663
Founded
2016 · 10 years
Last commercial register change
December 28, 2023
Employees
21 to 50

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