Wealth Must Be Planned And Managed On An Integrated Basis
At Velocity Securities, our people are our most important resource and a critical driver of our competitive advantage. We believe our best innovation springs from our team members’ diverse experiences, perspectives, and backgrounds. We are passionate about creating a diverse and inclusive environment, representative of our communities and the customers we serve.
Performance is the most tangible reward for investing. It’s what attracts investors and helps assure them that they’re on the right track. While many factors can cause performance to fluctuate, our approach has allowed our funds to steadily outperform the average returns of their peer groups.
Just like a strong business brings together disciplines to work collectively, families of substantial wealth must also take a coordinated approach to their affairs.
Client focused.
We always put our clients’ interests first and avoid (not manage) conflicts of interest. We try to build our clients’ trust and confidence in us through offering excellent client service. We design our products and fees so that they tie our success to that of our clients.
Performance driven.
We set extremely demanding and challenging standards, aiming to be the best in each area of our activities. Our business model and the way that we reward and promote our staff are designed to encourage excellence. Our performance-based investment management fees make our income more sensitive to long-term investment performance than the size of assets under management.
Long-term oriented.
We take a long-term perspective on investment decisions and business strategy. We try to establish long-term relationships with clients who believe in us and share our conviction in our investment approach. We offer an uncluttered range of products and services where we believe the application of our skills can add value and be enduring.
Reasons Why Us
There are many reasons why it’s sensible, but at the essence is the aspiration to establish a smooth intergenerational transfer of wealth and reduce intrafamily disputes.
From one generation to the next, this desire inevitably increases, as the complexity of managing the family’s wealth grows. Without being exhaustive, the following points set out the reasons why partnering with Velocity Securities makes sense:
Privacy and confidentiality
As the only entity that keeps all the information for all family members, Velocity Securities covers the entire portfolio of assets and general personal information. Therefore we consider privacy and the highest possible level of confidentiality as the most important aspects of handling private wealth.
Potential greater returns
Through the centralization of asset management activities, to achieve higher returns, or lower risk. Velocity Securities can also help formalize the investment process, and maximize investment returns for all family members.
Governance and management structure
Velocity Securities can help the family to avoid conflicts by providing governance and management structures that can deal with the complexities of the family’s wealth transparently.
Focal point for the family
We can offer a new focal point of identification for family members, for example in cases where they’ve sold their main family business, or when we manage philanthropic activities of the family.
Centralization of other services
To meet the family’s mission and goals, Velocity Securities can also coordinate other professional services, including philanthropy, tax and estate planning, family governance, communications and education.
Risk management
To meet the family’s investment objectives, operational consolidation of risk, performance management and reporting help us make more effective decisions.
Separation
Velocity Securities enables separation, or at least a distinction, between the family business and the family’s wealth or surplus holdings.
Alignment of interests
Velocity Securities ensures good alignment of interests with a transparent structure.
We want to hear from you. There’s much to invest.
Join us into this sustainable journey and start smart investing.