Vision Investment Management (Bvi) Limited is a large advisory firm based in Road Town, Tortola. It manages $452.66 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2006.
Vision Investment Management (Bvi) Limited provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vision Investment Management (Bvi) Limited is $452.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vision Investment Management (Bvi) Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel Hua Chang Wang has served as the Chief Investment Officer since 1 Sep 2011 and Jerry Hua Lin Wang is the Chief Executive Officer of Vision Investment Management (Bvi) Limited family office. Clifford Kenneth Louie joined the executive team most recently as the Chief Legal Officer.
The principal office where Vision Investment Management (Bvi) Limited performs its advisory services is located at Craigmuir Chambers, Road Town, Tortola, The mailing address of the firm is 2601 Harbour Centre, Hong Kong Sar, . The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +852 2878 3600 or by fax +852 2878 7687. The normal business hours are 9:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at www.visioninvestment.com.