Neovision Wealth Management
Neovision Wealth Management is a Wealth and fund management company in the Abu Dhabi Global Market, United Arab Emirates.
What does wealth management at NWM cover?
“Three things, structured as separate but related mandates. First, discretionary portfolio management: NWM makes investment decisions on the client's behalf within an agreed mandate.”
View in the company profileWhat investment universe does NWM provide access to?
“NWM operates on an open-architecture platform with access to more than 35,000 securities and investment products across all major asset classes, including equities, fixed income, ETFs, mutual funds, structured products, and alternatives. Best execution is supported by an electronic front-to-back platform with streamlined settlement and clearing.”
View in the company profileWhat is the difference between discretionary and advisory at NWM?
“Under a discretionary mandate, NWM has authority to make investment decisions within the parameters of an Investment Policy Statement agreed upfront with the client, covering asset allocation ranges, risk tolerance, exclusions, liquidity requirements, and currency mix. Under an advisory mandate, NWM analyses, recommends, and explains, but the client retains decision authority.”
View in the company profileDoes NWM work with family offices, and how?
“Yes. NWM works with family offices in two distinct modes.”
View in the company profile