About Valencia Investments
Valencia Investments Limited is comprised of a group of internationally experienced investment advisors whose diversity and variety of backgrounds has ensured our clients’ prosperity and financial security over the last several decades.
Portfolios built around your goals
Your goals and needs are unique, and we believe your portfolio should emulate this. We look to build portfolios tailored to each individual client, with a disciplined approach that allows us to analyze the entire investment universe and find what we believe will lead markets moving forward.
We are proud to serve institutional and private retail clients across the globe. Our goal is to assist and guide you through industry-leading client service, personally tailored money management strategies and recommendations backed by research.
Our Company Philosophy
Our primary objective is investment in high quality, high return assets in partnership with our clients, with a focus on asset class diversification in order to spread their exposure. Our unrivaled access to assets and managers, that are not widely available, allow us to offer superior terms and increased market responsiveness for the benefit of our clients. These partnerships attain our goal of an Investor First model for our clientele while diversifying them beyond just a Stock and Bond portfolio.
Our wealth management service strikes the perfect balance between a focus on stable returns and liquid cash flow for new assets. This helps to reduce the risk of exposure to market forces and creates and maintains profitable gains for our clients. At Valencia Investments Limited, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral arrangement with a select few portfolio managers whereby we introduce our clients to the benefits of having a fully discretionary managed account.
Our Company Ethics
The diversity of Valencia Investments Limited’s employees is a tremendous asset. Valencia Investments Limited is firmly committed to providing equal opportunity in all aspects of employment and will not tolerate any illegal discrimination or harassment of any kind.
In particular, it is Valencia Investments Limited’s policy to afford equal opportunity to all qualified applicants and existing employees without regard to race, religion, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, citizenship status, genetic information, employment status, or protected veteran status or any other basis that would be in violation of any applicable ordinance or law.
Investing wisely and responsibly
Global Perspective
Bringing Europe and Asia together, we work as a truly global investment office to create long-term value for investors, companies, shareholders and communities.
Investor First
We invest in high quality, high return assets in partnership with our clients, with a focus on asset class diversification to spread their exposure.
Exclusive Access
Our access to assets and managers that are not widely available allows us to offer superior terms and increased market responsiveness.
Our Services
Equities are the same as stocks, which are shares in a company. That means if you buy stocks, you’re buying equities. That means you’re a partial owner of shares in your company.
Cryptocurrencies are digital assets people use as investments and for online purchases. You exchange currency, like dollars, to buy “coins” or “tokens” of a certain kind of cryptocurrency.
Offshore funds are mutual fund schemes investing in international markets. These funds invest in international markets either directly or have the option to invest in other funds in those markets.
Funds management is the overseeing and handling of a financial institution’s cash flow. The fund manager ensures that the maturity schedules of the deposits coincide with demand for loans.
Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value.
Wealth management is an investment advisory service that combines financial services such as investment advice & estate planning to meet the needs of clients.
Ready to talk about your portfolio?
Our advisers are here to support your efforts for financial freedom. Every client is treated equally and all advice is measured.