About
Our Company
We are a company with executives with experience for more than 30 years, in the management of complex financial problems, in the management of assets of all kinds in Greece and abroad, in the provision of specialized solutions for each client.
• We are proud to provide our clients with high added value services, based on the advantage of a different approach.
We rely on a commitment to objectivity, continuous learning and a comprehensive understanding of your problem or need.
• We help you discover and achieve your goals, identify and manage risks, then organize and invest your assets wisely.
• We also help you navigate the complexities of personal, professional and family life and provide our personal touch, responsiveness and presence that you won’t often find in larger firms.
Our vision
Through customer focus, continuous improvement of our services and performance, through our high quality of services, but also our outstanding above average efficiency, the company using the best people in order to achieve its goals. The basic idea is to keep its services unique, with customer-specific concepts. Our goal is to offer quality services, different from those of our competitors, with reliability and continuity.
Our values
The core values and concepts are embodied in: Focus on the customer and his satisfaction (customer-centric quality) Development of Human Resources and its Management. Gathering and analyzing information. Management of the service quality program, identifying problems, solving them permanently and measuring progress in the areas of service quality and productivity. Continuous improvement through employee motivation and participation
Our team
Like all profitable relationships, your cooperation with View Capital begins with excellent people. Professionals with integrity fully committed to their clients, partners and colleagues. We are all dedicated to helping you manage risk while growing your wealth with a destination in mind. All of this enhances their knowledge, skills and understanding to provide you with the most up-to-date knowledge and expert guidance.
Our corporate culture is driven by values, performance, and continuity.
- We maintain an independent attitude, placing a high value on freedom, flexibility and a focus on the big picture. At the same time, we hold ourselves to the highest standards with zero tolerance for mediocrity.
- We provide customized plans and services: Our specialized, highly functional and tailored advisory services include research, professional portfolio management, estate planning, family financial advice and more.
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We look for unique opportunities: Some of the greatest opportunities are under the radar. That’s why we specialize in alternative investments as part of your wealth management bigger picture, offering options not usually available through traditional firms.
Professionalism - Reliability - Integrity
Our goals
At View Capital S.A, we have developed a road map for successful wealth management. It is based on decades of experience and deep knowledge, combining a wide range of capabilities, analytical tools and asset allocation options to provide you with a fully customized investment strategy.
Our wealth management process
- We start by understanding your individual circumstances, goals and concerns. This includes reviewing your existing investments and estate plans and coordinating any changes to them.
- We coordinate with a wide network of Lawyers, Accountants, Certified Public Accountants who oversee the transactions and help to carry them out.
- We then develop a customized and comprehensive set of options and opportunities for you and curate a selection of components to help you achieve your goals for long-term, consistent performance.
- We constantly reassess your needs to keep your portfolio perfectly tuned.
Our investment process
Many companies can offer you investments, but what really sets us apart is our insatiable curiosity about the wider universe of investment opportunities. We dig deep to discover ideas that many overlook and spend time researching strategies that others find too complicated or challenging.
Because we believe that making wise choices requires experience, dedication and discipline we have come up with a series of picks to discern the real drivers of investment performance.
We combine a range of investment options and capabilities, global knowledge and a highly experienced research team to build a strategy for success. With a wealth of investments available, we carefully research all options to help you find the best fit for your needs, as it suits each client.
The 7 stages of investigation
- We review the latest macroeconomic analyzes and any academic research on the specific issues to identify the unique themes of the investments.
- We use specialized research databases to tap institutional memory and screen the top performing manager.
- We attend directors/executives meetings every year to look for undiscovered investment wealth.
- We leverage a network of leading partners, Banks, funds, foundations and institutional investors to identify exclusive opportunities.
- We advise industry specific strategies to validate the investment approach.
- We perform independent analysis and due diligence to evaluate assets.
- We constantly monitor market performance so that we are able to aggressively manage risk and relentlessly challenge the assumption that markets are bearish.
Corporate social responsibility
Our company, in the context of corporate social responsibility, provides support to Foundations and bodies of civil society.
Our company supports and strengthens the work of various organizations that provide for the support of vulnerable groups of the population, thus expressing a message of solidarity and social contribution.