Capital Vision

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It all starts with a vision

A financial group specialized in structured products powered by an in-house technology.

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Prepare for a new vision
We bring uniqueness

Benefit from a unique approach to manage your wealth by limiting risks first. Our relationship managers will leverage our platform designed to provide you with the best intelligence to analyse, monitor and execute your structured products portfolio.

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You want the changes?
We’re here to help

Our financial group provides our clients innovative investment solutions in a highly efficient open architecture.

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DNA OF OUR SERVICE OFFERING

Tailor made

We propose investment ideas that fit your mandate.

Open architecture

We give you access to the entire market with best execution and issuer risk diversification.

Structuring

We generate added value by optimizing market conditions to deliver consistent results.

Monitoring

We monitor your portfolio with our innovative web application VIZIBILITY.

Suitability

We adjust to your risk profile in order to best construct your portfolio.

Idea generation

We provide you better proposals and opportunities thanks to our robust expertise.

Stability

We provide a stable relationship in an evolving wealth management environment.

Risk control

We provide the tools to control your structured products portfolio.

Who we are

Working together to build truly memorable partnerships

We bring the right people together to challenge this evolving environment. We are convinced that the key to success is building relationships that go beyond the investment

About us
Our team
Who we are

Our team

Our team is composed of experts in the structuring of financial assets and private banking specialists who have provided management services and advice to high-net worth clients, asset managers and institutional clients for years.

Meet the team
10k
BILLIONS

We supervised the creation of more than USD10 Bios of Structured Products over the last 4 years.

700k
CLIENTS

We are the trusted independent partners for more than 700 investors.

20kk
QUOTES

We priced more than 20,000 requests for our clients in 2020 thanks to our Platform.

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innovative all-in-one app

A New Vision for the Structured Product Industry

A simple web application that ensures total visibility to trade and monitor Structured Products

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