Client profile: A former financial services
professional and tech investor.
Challenges: With considerable funds at
disposal, our client required all-round support to make investments
and manage his funds and properties across the world, and
commitment in the long term.
Vistra services provided: From investment, real
estate, trust portfolios, corporate services, marine and aviation
services to the set-up of a single-family office.
In long-standing private wealth client relationships, many often
lasting decades, nothing stands still, and requirements typically
evolve over time – either organically, through a significant
event, or a combination of both.
This is true of a private wealth relationship that Vistra has
had for more than 10 years with one particular client – a
former financial services professional who realised a significant
return when a tech company he had invested in was acquired in
2009.
