Envysion Wealth Management – 20 families
Clients are a little jittery. But they are less leveraged than they were during the 2008 financial crisis.
‘Since the experience, a lot of clients are also less adventurous when it comes to investments,’ said CEO and founder Veronica Shim.
‘In fact, most of my client assets are in fixed income so the volatility is not that high in these market conditions.’
The multi-family office, which was founded in January, has $300m to $400m in AUM.
Its clients come from the Middle East, North Asia and Southeast Asia, that includes Singapore, Vietnam, Thailand, Indonesia and Malaysia.