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Specialism: Trustees Private Client Trustees
Company: Saffery Champness
Location: St Sampson, Guernsey
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2017 Magic Circle Awards
Trustee of the Year
2017 Powerwomen Awards
Woman of the Year: Business Growth (Professional Services) | Silver
2018 Powerwomen Awards
2018 Woman of the Year - Business Services | Bronze
Lisa Vizia currently has no Citywealth award
Average client size: Over £25 million
Fixed fee offering: Yes
Number of offices globally: 1-5
Lisa Vizia currently has no contact details
Lisa Vizia currently has no reviews
Managing a trust with assets over USD 2.5 billion for a Middle Eastern ruling family
Lisa Vizia manages a trust structure with assets in excess of USD 2.5 billion for a single family office for a Middle Eastern ruling family. Her team works in partnership with the client’s family office and deal with the entire affairs of the principal, and other family members, adding value by offering strategic input to the overall position of the client.
They manage all the client’s global investment assets, which comprise hedge funds, private equity, fixed interest investments, commercial and residential property and hotels/hotel developments in Europe and South Africa. They also deal with the client’s luxury personal assets, including private residences, superyachts and aircraft. This has involved the acquisition and development, building, operation and staffing of such assets.
All of the above assets are structured within multiple trusts and around fifty-five companies across more than fifteen jurisdictions where the firm acts as trustee and directors who actively manage and administer the underlying assets.
The team also provides consolidated financial reporting services to the family office, as well as investment monitoring for the various asset classes and regularly participates in round table discussions with the CIO and trusted adviser for the family.