Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.

Our expertise is geared towards Financial Advisors, HNWI, Banks & other financial companies.

For this purpose, we are organized around 3 business lines:
▪ Investment Solutions for asset managers, insurances and companies treasurers;
▪ Wealth Management for wealthy individuals, families, and entrepreneurs;
▪Technology for banks and financial institutions.

We are independent and work with all major Investment Banks to create Structured Products, AMCs & CLNs.

Please contact us to discover our proprietary advanced analytics platform, called VIZIBILITY, to efficiently monitor Structured Products.

Capital Vision

Jose Velasco

This department focuses on developing and managing tailored investment strategies and products to meet client needs.

Investment Solutions

This department focuses on the creation, sale, and analysis of structured financial products and asset management contracts.

Structured Products Division

This department oversees organizational operations and manages office functions to ensure efficient workflow.

Administration

This department is responsible for overseeing legal compliance and providing legal guidance within the organization.

Capital Vision

Org chart

Teams

Investment Solutions

Structured Products Division

Administration

Legal Affairs

Offices

Capital Vision

Org chart

Teams

Investment Solutions

Structured Products Division

Administration

Legal Affairs

Offices

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