Capital Vision

© Copyright Capital Vision · All rights reserved

Wealth Management

We offer global wealth management service for Wealthy Individuals, Families & Entrepreneurs

A unique attention

What we offer

Discretionary Management

We recommend opting for a dedicated investment mandate. This gives you three immediate advantages: you benefit directly from our experience and discipline, you keep full control of your long-term investment strategy, and you gain the precious commodity of time.

Investment Solutions

Explore a bespoke solution designed for experienced investors. Make smarter investment decisions equipped with our insights. You benefit from regular monitoring of your portfolio, keeping it in line with your investment strategy.

Wealth Planning

The wealth you have created and preserved over the years is an incredibly valuable asset. Our specialists are here to develop a solution designed to ensure protection of assets and the smooth transition of assets to the next generation, according to your personal wishes.

Benefit for our clients

Values that work

Transparency is undeniably a very important pilar to foster a greater trust with our clients. Our very attractive and simple fee structure will reduce the risks of interest misalignment between the custodian banks, Capital Vision and our clients.
Our team experts

Discover our experts

Our experienced team of professionals is working together to provide you the solutions that best suit your investment strategy.

Meet the team
Olivier Thalmann

Prior to joining Capital Vision as Business Manager, Olivier gained a solid professional experience for 29 years in various leading Swiss banks, UBS SA 16 years, BNP Paribas (Switzerland) Ltd 11 years, LGT Bank (Switzerland) 2 years.

He has held the position of Managing Director in Wealth Management departments and has always been keen to satisfy his clients who were based on the 5 continents. 

Jose Velasco

Prior to joining Capital Vision, Jose worked for leading financial institutions including Credit Suisse (Private Banking & Asset Management), serving a Latin American clientele for nearly 7 years and then for 2 years for the Royal Bank of Canada in Geneva. He then worked for almost 2 years as an independent consultant on financial projects related to Latin America.

Through these positions, he has cultivated a perfect blend of investment expertise, wealth planning knowledge and relationship management experience to serve the diverse and evolving needs of our clients. 

Ricardo Pliteiro
Ricardo Pliteiro

Prior to joining Capital Vision, Ricardo worked for several leading financial institutions, including Deutsche Bank and Abanca, serving a European clientele for almost 10 years and then for 2 years for the Banco de Investimento Global in Portugal, as a branch manager.

Through these positions in Investment Banking and Portfolio Management, he has gained extensive experience in all types of investments and financial assets as well as great expertise in relationship management to serve diverse needs based on trust.

Our partners

We have built professional relationships with first class specialists around the world, that today make up our network of strategic partners. These partnerships enable us to give you access to the best financial, legal and fiduciary resources.

In addition to your financial investments, a complete overview of your assets also includes your property, real estate and private equity investments you possess. In other words, you should consider any assets that can help maintain and increase your wealth. We work closely with highly qualified and experienced professionals, who are experts in their respective fields. This independent network includes experts in financial engineering, legal, brokers, analysts, tax advisors, economists and real estate consultants.

As long-term partners, these specialists are as determined as we are to work for the benefit of our clients. Through this coordinated approach we protect your interests.