Neovision Wealth

Type of Investor:
Wealth Management
City:
Abu Dhabi
Country:
UAE
Region:
Middle East
97122451500
About

Neovision Wealth Management Ltd, a leading fund management and investment advisory firm incorporated in the Abu Dhabi Global Market (ADGM) and regulated by the Financial Services Regulatory Authority (FSRA) of ADGM, has built a user-friendly digital platform that brings its expertise and access to an investment universe of over 35,000 securities and investment products together for the first time under one virtual roof. The offering has been designed to attract discerning Gulf-based investors with between US$1m and US$5m in investable assets who want choice across asset classes and the efficiency of front-to-back electronic settlement and clearing. It also proposes a pioneering Funds as a Service ManCo offering for asset managers looking to meet the investment needs of the Gulf s fast-growing community of family offices, institutions, as well as professional and retail investors. While outsourced fund management services are common in Europe, they are still rare in the UAE market. By using Neovision s new plug-and-play Fund Management Company (ManCo) solution, investment managers operating here can now delegate fund management to Neovision while maintaining full executive oversight of their funds. The company is authorized to provide a wide range of services, from advisory to discretionary portfolio management as well as fund management The authorized regulated financial services are: – Arranging Deals in Investments – Advising on Investments or Credit – Arranging Custody – Managing a Collective Investment Fund – Managing Assets

Asset Allocation/Holding Type
  • Fixed income investments (Bonds)
  • Unit Trust
Known Investment Strategies

Open or closed ended investment companies.
Allowing for incorporation of a fund vehicle using a corporate entity under the ADGM Companies Regulations, open ended investment companies allow for operation of traditional funds with regular subscription and redemption possibilities, while closed ended investment companies may be used to structure a listed fund vehicle.

Limited investment partnerships.
As in other leading fund jurisdictions, limited partnership structures can be used as the basis for ADGM fund structures.
ADGM Fund Managers using Limited Partnership fund structures have the option to use a specific General Partner SPV for structuring purposes.

Investment trusts.
Investment trusts can be used as the basis for funds in ADGM. A fund manager may appoint an eligible trustee through a trust deed in order to establish an investment trust in accordance with provisions in the Financial Services and Markets Regulations 2015.
Protected cell companies (PCC) and incorporated cell companies (ICC)

ADGM allows the structuring of funds and fund umbrellas using PCCs and ICCs. This allows fund managers to legally segregate the assets and liabilities of each cell while operating under common management.

SPVS
ADGM SPVS be utilized by fund managers, for example, to structure ringfencing or asset holding vehicles.
Restricted Scope Companies
To supplement the range of fund vehicles available, ADGM allows the incorporation of a private limited company designated as a restricted scope Company. These are unique ADGM special purpose vehicles that benefit from quick and inexpensive incorporation and limited public disclosure requirements.

Umbrella Funds.
ADGMs framework allows for umbrella structures, where a single umbrella fund may have more than one distinct sub-fund, each with its own investment objective and policy.

Master/Feeder Structures.
ADGM funds may act as a master fund, a feeder to a foreign fund, or as a feeder to another ADGM fund.

Key Executives & Board of Directors
Ryan Lemand Co-founder and Chief Executive Officer
Mobile: +971 56 502 4663
Country: United Arab Emirates
Region: Middle East
LinkedIn
Ashish Marwah Director and Chief Investment Officer
Email: ashish.marwah@neovision-wealth.com
Direct: +971 2 654 7672
Mobile: +971 50 812 7259
Country: United Arab Emirates
Region: Middle East
LinkedIn
HQ Address
Office 606, level 6, Al Khatem Tower, Al Maryah Island, ADGM, Abu Dhabi, United Arab Emirates
Year Founded
2022
Countries of Interest
UAE
Geographies of Interest
Middle East

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