GlobalVision Wealth Management

Strategic Wealth Stewardship & Long-Term Growth Investing

We provide disciplined wealth management solutions designed to preserve capital, manage risk, and generate sustainable long-term growth across global markets.

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Our Core Strengths

Asset Management

1. Disciplined Asset Management & Long-Term Value Creation

At GlobalVision, capital preservation comes before return generation.

We focus on building resilient portfolios designed to withstand market cycles rather than chasing short-term performance.

  • Long-term capital stewardship
  • Fundamental analysis over speculation
  • Structural opportunities instead of market noise
Risk Management

2. Institutional-Grade Risk Management Framework

Risk is not volatility — it is permanent capital loss.

We apply institutional-level risk controls, stress testing, and scenario analysis to ensure portfolios remain robust under diverse market conditions, including periods of liquidity stress and macroeconomic uncertainty.

Portfolio Construction

3. Diversified Portfolio Construction Aligned With Risk Preferences

Every investor has a different risk tolerance, time horizon, and objective.

We design customized, diversified portfolios that integrate:

  • Traditional assets (equities, fixed income, alternatives)
  • Select digital assets and emerging financial instruments
  • Defensive strategies tailored to downside protection

Investment Philosophy

The GlobalVision Alpha Approach: Capital Preservation First.

Our methodology is rooted in the belief that long-term outperformance is not achieved through aggressive speculation, but through the consistent avoidance of permanent capital loss.

  • Fundamental Stewardship: We ignore market sentiment and focus strictly on underlying structural value and cash-flow resilience.
  • Asymmetric Risk-Reward: We seek opportunities where the potential for upside is significantly higher than the quantified downside risk.
  • Systematic Execution: Our investment process is repeatable, data-driven, and designed to remove emotional bias from decision-making.

Institutional Risk Principles

Risk is not volatility; it is the risk of ruin.

We apply the same rigorous risk controls used by the world's largest institutional asset managers to private client wealth.

  • Multi-Scenario Stress Testing: Portfolios are stress-tested against 50+ years of historical market crises and hypothetical "black swan" events.
  • Dynamic Liquidity Management: We ensure that every portfolio maintains a tiered liquidity structure to provide capital access even in stressed environments.
  • Counterparty Rigor: We only partner with Tier-1 global custodians and institutional counterparties, ensuring the highest level of asset safety.

Our Services

Portfolio Management

Wealth Management & Portfolio Advisory

The Challenge

Clients often face fragmented asset oversight and inconsistent investment strategies across multiple accounts.

Our Solution

We provide a cohesive, risk-based asset allocation and ongoing rebalancing, centralizing management for maximum clarity.

The Advantage

Disciplined execution built on institutional-grade oversight and rigorous capital stewardship.

Global Asset Allocation

Global Asset Allocation

The Challenge

Navigating complex cross-border regulations and currency risks requires deep international expertise.

Our Solution

Strategic allocation across global equities, fixed income, and alternatives, designed for cross-border optimization.

The Advantage

Extensive experience in key financial hubs including Singapore, Hong Kong, London, and New York.

Digital Advisory

Digital Asset & Emerging Finance Advisory

The Challenge

High volatility and the lack of robust institutional infrastructure make digital asset entry high-risk for many.

Our Solution

We offer strategic, risk-managed exposure to blockchain infrastructure and digital assets within a diversified framework.

The Advantage

The ability to bridge traditional finance with digital innovation under strict governance standards.

Family Office

Family Office & High-Net-Worth Advisory

The Challenge

Managing intergenerational wealth transition requires more than just performance—it requires structural clarity.

Our Solution

Comprehensive wealth structuring, intergenerational planning, and persistent investment oversight.

The Advantage

A legacy-focused approach built on long-term perspective and multi-generational trust.

Clients & Case Experience

Our Clients

We work with:

Case Experience

While client confidentiality remains paramount, our experience includes:

Defensive Portfolio

Scenario: Market Volatility Shelter

Successfully designed and executed defensive hedging strategies for a family office during high-inflation cycles, preserving purchasing power while peers saw double-digit drawdowns.

Alternative Assets

Scenario: Institutional Diversification

Integrated private equity and institutional-grade digital asset exposure into a conservative portfolio, improving the overall Sharpe ratio and lowering correlation to public equities.

Liquidity Transition

Scenario: Post-Exit Capital Transition

Managed the complex transition of $100M+ in liquidity for an entrepreneur following a corporate exit, balancing tax-efficient staging with global multi-asset allocation.

Our focus is not performance marketing, but consistent execution and trust.

About Us

Our Story

Our Story

GlobalVision Wealth Management was founded on the belief that sustainable wealth is built through discipline, clarity, and long-term perspective.

Our founding team brings decades of experience from global financial institutions, asset management firms, and investment advisory roles across Asia, Europe, and North America.

Having navigated multiple market cycles — including financial crises, regulatory shifts, and technological disruption — we understand that enduring success comes not from prediction, but from preparation.

GlobalVision was established to bridge:

Core Team

Our Leadership

With over three decades of experience in global asset management, risk management, and portfolio construction, Ethan has held senior roles at international financial institutions across Singapore, Hong Kong, London, and New York.

  • Institutional asset allocation
  • Portfolio risk management
  • Strategic investment advisory
  • Digital asset strategy and integration
Ethan Lim

Ethan Lim

Founder & Chief Investment Officer

Ethan founded GlobalVision to deliver an investment philosophy centered on discipline, transparency, and long-term capital stewardship.

Investment & Advisory Team

Our team consists of professionals with backgrounds in:

  • Global asset management firms
  • Investment banks and financial institutions
  • Risk analytics and portfolio modeling
  • Compliance and regulatory frameworks

Each team member contributes deep expertise in their respective domain, ensuring that every investment decision is thoroughly evaluated from both opportunity and risk perspectives.

Philanthropy & Responsibility

Beyond Capital

Beyond Capital

GlobalVision believes that long-term wealth carries social responsibility.

We actively support and collaborate with philanthropic initiatives focused on:

Our firm maintains a clear separation between investment activities and charitable initiatives while ensuring transparency, governance, and accountability.

Join Us

Careers at GlobalVision

We seek professionals who value:

Open roles may include:

If you are motivated by discipline and purpose, we welcome your interest.

Contact Us

Get in Touch

Global Office Contact

For general inquiries or partnership discussions, please contact us:

📍 Offices: Singapore | Hong Kong | Global

📧 Email: info@globalvisionwm.com

📞 By appointment only

We believe meaningful conversations begin with trust and clarity.