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Lisa Vizia

Director

Specialism: Trustees Private Client Trustees

Company: Saffery Champness

Location: St Sampson, Guernsey

Citywealth rating

4
Average: 4 (4 votes)
Fee Level:
4
Average: 4 (4 votes)
Quality of Advice
4
Average: 4 (4 votes)
Communications Skills
4
Average: 4 (4 votes)
Interpersonal Skills
4
Average: 4 (4 votes)
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Peer review:

Being able to draw upon over two decades of experience and knowledge of dealing with UHNW families is one of the factors that differentiates Lisa and her team. In addition, Lisa has developed strong relationships with other professional service providers making her a valuable first call for reliable and impartial advice.

09 Oct 2018

Peer review:

Lisa is very bright, approachable and commercial. She has an incredible ability to grasp complex issues and recollect from memory the finer details of a case. One of Lisa's greatest strengths is her sense of business acumen. Lisa and her team are very responsive and have built long-lasting relationships in the Gulf region, which enables them to tailor their service to the needs and attitudes of their clients.

04 Apr 2018

Peer review:

Lisa and her team are hands on, practical and commercial. More importantly they are responsive, accurate and approachable. Their various long-standing relationships with clients in the Gulf region and consequent valuable experience means that for me Safferys are without doubt a safe pair of hands and my first choice.

07 Feb 2018

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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

Saffery Champness

Number of offices globally: 1-5

Lisa Vizia currently has no contact details

Peer review:

Being able to draw upon over two decades of experience and knowledge of dealing with UHNW families is one of the factors that differentiates Lisa and her team. In addition, Lisa has developed strong relationships with other professional service providers making her a valuable first call for reliable and impartial advice.

09 Oct 2018

Peer review:

Lisa is very bright, approachable and commercial. She has an incredible ability to grasp complex issues and recollect from memory the finer details of a case. One of Lisa's greatest strengths is her sense of business acumen. Lisa and her team are very responsive and have built long-lasting relationships in the Gulf region, which enables them to tailor their service to the needs and attitudes of their clients.

04 Apr 2018

Peer review:

Lisa and her team are hands on, practical and commercial. More importantly they are responsive, accurate and approachable. Their various long-standing relationships with clients in the Gulf region and consequent valuable experience means that for me Safferys are without doubt a safe pair of hands and my first choice.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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.