Vision Investment Management (Bvi) Limited (Road Town, Tortola)

Name: Vision Investment Management (Bvi) Limited
Address: Craigmuir Chambers, Road Town, Tortola
Telephone: +852 2878 3600

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.

Vision Investment Management (Bvi) Limited: assets under management

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 firm manages $452.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.33 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vision Investment Management (Bvi) Limited

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerry Hua Lin Wang	Chief executive officer	1 Nov 2000	Other	2182752
Vision Investment Management Limited	Owner	1 Oct 2003	75% - 100%	foreign
James Chin Yu Chen	Chief legal officer	1 Apr 2005	Other	3276847
James Chin Yu Chen	Chief operations officer	1 Jun 2005	Other	3276847
Clifford Kenneth Louie	Chief legal officer	1 May 2008	Other	5542428
Daniel Hua Chang Wang	Chief investment officer	1 Sep 2011	Other	6049479
Jerry Hua Lin Wang	Chief compliance officer	1 Nov 2013	Other	2182752

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Forever Vision Co Ltd	Shareholder	1 Feb 2000	25% - 50%	foreign
Ricky Chung Ping Wang	Shareholder	1 Feb 2000	50% - 75%	5088057
Judy Hsiao Chung Wang	Shareholder	1 Feb 2000	50% - 75%	5088060
Forever Vision Co Ltd	Owner	1 Feb 2002	25% - 50%	foreign
Hsbc International Trustee Limited	Trustee	1 Jun 2007	75% - 100%	foreign
Asia Vision Company Limited	Shareholder	1 Aug 2007	75% - 100%	foreign
Perfect Vision Limited	Shareholder	1 Apr 2008	25% - 50%	foreign
Ifil Investissements S.A.	Bond holder	1 Apr 2008	75% - 100%	foreign
Exor S.A.	Bond holder	1 Apr 2008	75% - 100%	foreign

Based in Road Town, Tortola

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.