The home of JoySpan.Wealth that grows.Life that thrives.

At Vantage Capital, we believe that in the world of AI, Human Connection is what we focus on, every day, for every client.

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The JoySpan™ equation

Three pillars. One framework. A life designed to thrive in full.

Wealth Span

10–15% target return

Returns built to outlive you

Sustainable, income-generating strategies built for the long run — not just the next quarter.

Health Span

9 years the average gap between lifespan and health span — and why we close it

We plan for both sides of longevity

Precision health advisory integrated into your wealth strategy — so your body keeps pace with your portfolio.

JoySpan™

Generations. Not just years.

Your legacy, actively being built

Multi-generational structures that ensure your wealth, your health, and your family's future move together.

Client Voices

What our clients say.

“

What separates Vantage is that they think in decades, not quarters. Vivek understood that my wealth wasn't separate from my health or my family's future — it was all one conversation. For the first time in 20 years of banking, I felt genuinely understood.

Rajan Mehta

Dubai-based Entrepreneur & Family Principal

Partnership

Leadership.

Vivek Gehani

Founder

Over 25 years in Corporate and Private banking. Former Market Head for Bank of Singapore (BOS) Middle East and Managing Director at Barclays Wealth Management in Dubai. MBA from Pace University New York. YPO member and certified Co-Active Coach (CPCC).

Bhavin Shah

Board Member

Managing Director at Secretariat Advisors with 20+ years in legal advisory, multi-jurisdictional investigations, and regulatory negotiations. Has advised Standard Chartered, HSBC, and JP Morgan. Named a WEF Young Global Leader in 2020. Founding board member of D2A2 under Dubai Chambers.

Rohini Walia Gehani

Board Director

LSE graduate and serial entrepreneur at the intersection of luxury and longevity. Founder of Rivaage Boutique and Dubai Brand Representative for Sabyasachi. Founder of Mindfulbiotinker and Peak Longevity Fest — bringing a curatorial eye to wellness, biohacking, and human performance.

Evidence of Impact

Case Studies.

New stories will appear here as they unfold.

Highlighted Metric

Over $500K in Upside Captured on Conviction

Family Portfolio

High Conviction Views — Preserving Upside in a Concentrated Google Position

The Client

The M family, former Google employees with a portfolio heavily concentrated in GOOGL — over 50% in a single position.

The Situation

On review, we found their banker had advised selling covered calls on their Google position while the stock traded at an 18x PE in July 2025 — a strategy that capped upside at a historically cheap valuation. Closing the position carried a $25K loss.

Our Approach

Vantage maintained a strong bullish conviction on Alphabet. We recommended closing the covered call and absorbing the $25K loss — confident the stock would appreciate materially in the short to medium term. We simultaneously diversified the broader portfolio across asset classes to limit downside elsewhere.

The Outcome

The family reluctantly closed the position in August 2025. Google rallied to $330 by January 2026. By removing the covered call, the family preserved approximately USD 500,000 in upside — while also benefiting from a more diversified and resilient portfolio.

Over $500K In Upside Captured on Conviction

Highlighted Metric

+35% Return Over Remainder of 2025

Private Investor

Tactical Timing in High-Conviction Equity — Turning Years of Underperformance Around

The Client

Mr. L, a Dubai-based investor who had suffered years of poor performance despite a raging bull market in 2023 and 2024 — his portfolio laden with structured notes under a previous advisory firm.

The Situation

Mr. L came to Vantage in Q1 2025. By April, we had assumed full advisory control — amid significant global volatility driven by Trump tariff uncertainty. The client was fearful and looking for clear direction.

Our Approach

Our investment committee identified the market pessimism as a compelling buying opportunity in US equities. We swiftly rotated the entire portfolio into a carefully selected basket of US stocks — explaining that without leverage, time is on your side, and holding great companies at historically cheap valuations is always a winning trade in the medium to long run.

The Outcome

As Trump tariffs eased from May 2025, markets recovered sharply. The portfolio delivered a +35% return over the remainder of 2025 — completely reversing years of underperformance and restoring the client's confidence in long-term equity investing.

+35% Portfolio Return in 2025

Highlighted Metric

ADGM Foundation + Swiss Banking Established

Legacy Structuring

Legacy Architects — ADGM Foundation & Swiss Private Banking for a Local Emirati Family

The Client

A prominent local Emirati family looking to professionalize the management and protection of their wealth for the long term.

The Challenge

The family needed a robust legal structure to segregate a significant portion of their assets from personal names — ensuring long-term protection, a seamless wealth transition to future generations, and a top-tier banking relationship outside the region.

Our Approach

Leveraging our ADGM expertise, Vantage swiftly established an ADGM Foundation for the family — providing the legal certainty of English Common Law and a flexible vehicle for asset holding. We then facilitated the opening of a private banking relationship with a major Swiss institution, delivering international security and access.

The Outcome

The family successfully established a secure and professional framework for their wealth. Assets are now legally ring-fenced through an ADGM Foundation, and the family benefits from the services of a premier Swiss banking institution — with full peace of mind on succession.

ADGM Foundation + Swiss Banking Established

Our Approach

The Vantage Capital Process.

Dialogue

Objective defining through deep collaborative analysis of goals, risk tolerance, and time horizon.

Strategy

Customized financial engineering tailored to your wealth profile and generational ambitions.

Execution

Institutional-grade implementation with precision, speed, and full fiduciary accountability.

Horizon

Dynamic ongoing monitoring, rebalancing, and trajectory adjustment as life evolves.

Core Values

The principles that set us apart.

Optimism

Hopelessly optimistic. We believe better outcomes are always possible — for our clients, their families, and the world they leave behind.

Purpose

Driven by stewardship, not sales. Every decision we make is measured against a single question: does this genuinely serve the client?

Teamwork

We play as one. Collective intelligence, shared ownership of outcomes, and a culture where the best idea — regardless of its source — always wins.

Initiative

Entrepreneurial by nature. We do not wait for permission to think differently. We anticipate, act, and take ownership of the result.

Craft

No compromise, ever. Decades of experience inform every recommendation. We do not meet expectations — we exceed them, consistently.

Begin the conversation

Ready to align your
wealth with your life?

We work with a carefully selected group of families and individuals. Engagements begin with a private dialogue — no obligations, no generic presentations.

"The right advisor doesn't manage your money. They protect your future."

clientservices@vantagecapital.me

Our Portfolio

Capabilities.

01 / Wealth Management

Cornerstone Stewardship.

At Vantage Capital, your financial well-being is the cornerstone of everything we do. We empower you through meticulously managed funds, offering precise asset allocation and dynamic balancing tools to navigate towards your financial aspirations. Our unwavering commitment to risk management and adaptability to market volatility ensure that your portfolio exceeds expectations for growth and stability.

In an era where personalized service is scarce, we aim to restore trust in financial services. We prioritize your financial goals over revenue and AUM targets, provide transparent pricing, offer customized advice, and maintain consistent client relationships. This approach fosters a genuine partnership where your financial future is our top priority.

Visibility

Tailored, cohesive and timely view of even the largest, most complex portfolios.

Simplicity

Built to simplify complexity, consolidating all financial data under one system.

Scale

Across $6T in assets, 100,000+ users, 1.5 million daily queries.

Best-in-Class

Used globally by some of the world's most renowned financial institutions.

02 / Family Legacy Planning

Values & Traditions.

Generational wealth is the closest thing one can have to immortality. Family legacy planning is not just about managing wealth — it's about preserving your family's aspirations for future generations.

Business Planning

Aligning business interests with familial aspirations for cross-generational resilience.

Trust & Fiduciary

Safeguarding assets to serve your family's best interests across decades.

Multi-Generational

Developing strategies that evolve with your lineage and adapt to each generation.

Governance Advisory

Guidance for shared stewardship and a unified family investment vision.

03 / Tailored Lending Solutions

Financial Agility.

Vantage Capital specializes in offering personalized lending solutions tailored to an international range of real estate assets. We ensure optimized lending costs covering luxury properties worldwide.

Leveraging a vast network of financial partners to secure favorable terms, we empower you to enhance the value of your real estate portfolios with ease and precision.

Philosophy

What is
JoySpan?

At Vantage Capital, we ask: how long will you last, and will you be well enough to enjoy it?

JoySpan is our answer. It's the period of your life where your wealth is working, your health is intact, and your time is genuinely yours.

9–10 years.

Globally, the average person spends a decade in declining health before the end of their life.

We exist to help our clients compress that window — and expand the years of JoySpan that precede it.

The JoySpan™ equation

Three pillars. One framework. A life designed to thrive in full.

Wealth Span

10–15% target return

Returns built to outlive you

Sustainable, income-generating strategies built for the long run — not just the next quarter.

Health Span

9 years the average gap between lifespan and health span — and why we close it

We plan for both sides of longevity

Precision health advisory integrated into your wealth strategy — so your body keeps pace with your portfolio.

JoySpan™

Generations. Not just years.

Your legacy, actively being built

Multi-generational structures that ensure your wealth, your health, and your family's future move together.

Our People

The Team.

Board of Directors

Vivek Gehani

Founder & Managing Partner

Bhavin Shah

Non-Executive Director

Rohini Walia Gehani

Board Director

Our People

Christian Jorgensen

Associate Director

Danish national, resident in Dubai since 2022. M.Sc. from Copenhagen Business School and Harvard University. CFA Candidate. Brings macroeconomic insight developed at PwC and Bank of Singapore into prudent wealth management strategies.

Shreya Singhal

Business Development Director

Nine years across Alternate Investment Funds, REITs, InvITs, Debentures, and M&A. Qualified Company Secretary (ICSI). Previously at Axis Trustee managing client relationships and business growth. Leads development of Vantage Capital's Asset Management division.

Jaya Lalla

Assistant Relationship Manager

20+ years in client operations and relationship management across leading UAE institutions. Previously at InCred Global Wealth, Al Masah Capital, and Citibank. Known for operational excellence, regulatory adherence, and consistent client satisfaction.

Lucas Gaita

AI Integration Officer

Originally from Argentina. Master's in Finance, graduating top 5% of class. Expertise in machine learning, business intelligence, and data science. Based in UAE since 2025, leading Vantage Capital's AI integration and supporting investment advisory through advanced technology.

Core Values

The principles that set us apart.

Optimism

Hopelessly optimistic. We believe better outcomes are always possible — for our clients, their families, and the world they leave behind.

Purpose

Driven by stewardship, not sales. Every decision we make is measured against a single question: does this genuinely serve the client?

Teamwork

We play as one. Collective intelligence, shared ownership of outcomes, and a culture where the best idea — regardless of its source — always wins.

Initiative

Entrepreneurial by nature. We do not wait for permission to think differently. We anticipate, act, and take ownership of the result.

Craft

No compromise, ever. Decades of experience inform every recommendation. We do not meet expectations — we exceed them, consistently.

Careers

Work that means something.

We are a small, deliberate team and we intend to stay that way. Every person at Vantage Capital works across disciplines, thinks long-term, and is genuinely invested in the outcomes of the people we serve. We do not hire for headcount. We hire for conviction.

If you think you belong here, we would like to hear from you.

Get in touch

The Firm

Our Story.

Vantage Capital was established by Vivek Gehani, a seasoned authority in wealth management with nearly three decades of leadership across some of the world's most distinguished financial institutions, among them Barclays, Bank of Singapore, ABN Amro, and Merrill Lynch.

The firm was founded not merely as an extension of that experience, but as a response to it. Over the course of his career, Gehani observed a recurring and largely unaddressed reality: that clients who had achieved genuine financial security were nonetheless arriving at later life unprepared for its full demands. Wealth had been carefully structured. Longevity had not.

It was this observation — that financial planning and life planning had long operated in isolation from one another — that gave rise to the philosophy at the heart of Vantage Capital. We call it JoySpan. The conviction that a well-funded life and a well-lived life are not automatically the same, and that a truly exceptional wealth manager must concern themselves with both.

Yet before the first client relationship was formed, there was a prior conviction — one that preceded the business plan itself. From the very beginning, the ambition was to build a firm that would commit ten percent of its profits to charitable initiatives dedicated to children. It was not an afterthought. It was a founding principle: that a business can only credibly serve society if it first does right by everyone within its orbit — its clients, its colleagues, and its partners. At Vantage Capital, we have always believed that ethical value and financial excellence are not competing ambitions. They are the same ambition, expressed differently.

Vantage Capital was founded to close that gap. Through bespoke investment solutions, income-generating strategies targeting 10–15% total returns, and enduring multi-generational partnerships, we serve clients who expect more from their advisors than portfolio performance alone.

Transparency, accountability, and long-term thinking have defined our practice from the outset. JoySpan is the framework through which those values find their fullest expression.

Differentiation

What sets us apart.

That founding philosophy is not simply a statement of intent. It is reflected in the way we work, the counsel we provide, and the standards we hold ourselves to. In a field where competence is assumed, we believe it is perspective that truly differentiates.

A framework built for a longer life

Most wealth strategies were designed for a different era — one where clients retired at 60 and planned for fifteen years. We build for the life you are actually going to live. The JoySpan philosophy sits at the centre of everything we do, ensuring your financial strategy accounts for both the length of your wealth and the quality of your years.

Transparency as a practice, not a promise

We have no sales targets. No quota-driven recommendations. Our counsel is built entirely around your objectives, and our fees, strategies, and thinking are communicated with complete openness. You will always know exactly where you stand and why.

Accountable expertise, personally delivered

Our team comprises seasoned professionals with decades of institutional experience, but we operate as a deliberately small practice. Every client relationship is managed with direct, senior attention. You are never passed down the chain.

Tailored thinking, not templated solutions

We take the time to understand not just your portfolio but your life — your family structure, your health considerations, your long-term ambitions. The strategy we build for you is built for you specifically, and evolves as your circumstances do.

Invested in something larger

A portion of Vantage Capital's profits supports initiatives dedicated to the futures of children and communities. We believe that wealth, managed well, should leave the world in better shape than it found it.

Core Values

The principles that set us apart.

Optimism

Hopelessly optimistic. We believe better outcomes are always possible — for our clients, their families, and the world they leave behind.

Purpose

Driven by stewardship, not sales. Every decision we make is measured against a single question: does this genuinely serve the client?

Teamwork

We play as one. Collective intelligence, shared ownership of outcomes, and a culture where the best idea — regardless of its source — always wins.

Initiative

Entrepreneurial by nature. We do not wait for permission to think differently. We anticipate, act, and take ownership of the result.

Craft

No compromise, ever. Decades of experience inform every recommendation. We do not meet expectations — we exceed them, consistently.

Our Commitment

Stewardship in its truest form.

Vantage Capital was built on the belief that wealth management, at its best, is an act of stewardship — of capital, of relationships, and of the lives those relationships are designed to serve.

We do not measure our success in returns alone. We measure it in the quality and longevity of the outcomes we help our clients achieve — financially, personally, and generationally.

If you are looking for an advisor who will manage your money competently, there is no shortage of options. If you are looking for a partner who will help you build a life worthy of the wealth you have worked to create, we would welcome the conversation.

Our Why

Wealth that gives back.
A future worth building.

At Vantage Capital, financial success and social responsibility are not competing priorities. They are two expressions of the same conviction.

At Vantage Capital, we truly live our core values.

In the Community

An Afternoon with Jad's Inclusion.

Jad's Inclusion is a Dubai-based centre dedicated to children with special needs and learning delays. We were proud to spend an afternoon with their community — a reminder of what purposeful wealth can help build.

How We Give

A portion of every mandate.
A commitment to every child.

Children First

A meaningful share of Vantage Capital's profits is directed specifically toward initiatives that support the health, education, and futures of children globally.

Global Reach

Our philanthropic reach mirrors our investment philosophy — long-term, thoughtful, and designed to compound in value over generations.

Aligned Interests

When our clients thrive, so do the communities we support. Our model ensures that purpose and performance are permanently intertwined.

Our Mission

Vantage Capital's mission is to elevate the financial potential of our clients through innovative wealth management solutions, all while fostering positive societal impact.

We are committed to directing a portion of our profits to initiatives that support children globally, aiming to build a brighter future for the next generation.

By aligning our financial success with meaningful philanthropic efforts, we create a dual benefit: advancing our clients' financial goals and contributing to the well-being and opportunities of children worldwide.

"We believe that wealth, managed well, should leave the world in better shape than it found it."

Vivek Gehani, Founder — Vantage Capital

Core Values

The principles that set us apart.

Optimism

Hopelessly optimistic. We believe better outcomes are always possible — for our clients, their families, and the world they leave behind.

Purpose

Driven by stewardship, not sales. Every decision we make is measured against a single question: does this genuinely serve the client?

Teamwork

We play as one. Collective intelligence, shared ownership of outcomes, and a culture where the best idea — regardless of its source — always wins.

Initiative

Entrepreneurial by nature. We do not wait for permission to think differently. We anticipate, act, and take ownership of the result.

Craft

No compromise, ever. Decades of experience inform every recommendation. We do not meet expectations — we exceed them, consistently.

The home of JoySpan.Wealth that grows.Life that thrives.

The JoySpan™ equation

Returns built to outlive you

We plan for both sides of longevity

Your legacy, actively being built

What our clients say.

Leadership.

Vivek Gehani

Bhavin Shah

Rohini Walia Gehani

Case Studies.

Over $500K in Upside Captured on Conviction

High Conviction Views — Preserving Upside in a Concentrated Google Position

The Client

The Situation

Our Approach

The Outcome

+35% Return Over Remainder of 2025

Tactical Timing in High-Conviction Equity — Turning Years of Underperformance Around

The Client

The Situation

Our Approach

The Outcome

ADGM Foundation + Swiss Banking Established

Legacy Architects — ADGM Foundation & Swiss Private Banking for a Local Emirati Family

The Client

The Challenge

Our Approach

The Outcome

The Vantage Capital Process.

Dialogue

Strategy

Execution

Horizon

The principles that set us apart.

Optimism

Purpose

Teamwork

Initiative

Craft

Ready to align yourwealth with your life?

Capabilities.

Cornerstone Stewardship.

Visibility

Simplicity

Scale

Best-in-Class

Values & Traditions.

Business Planning

Trust & Fiduciary

Multi-Generational

Governance Advisory

Financial Agility.

What is JoySpan?

The JoySpan™ equation

Returns built to outlive you

We plan for both sides of longevity

Your legacy, actively being built

The Team.

Vivek Gehani

Bhavin Shah

Rohini Walia Gehani

Christian Jorgensen

Shreya Singhal

Jaya Lalla

Lucas Gaita

The principles that set us apart.

Optimism

Purpose

Teamwork

Initiative

Craft

Work that means something.

Our Story.

What sets us apart.

A framework built for a longer life

Transparency as a practice, not a promise

Accountable expertise, personally delivered

Tailored thinking, not templated solutions

Invested in something larger

Ready to align your
wealth with your life?

What is
JoySpan?

Wealth that gives back.
A future worth building.

A portion of every mandate.
A commitment to every child.

Thank you for reaching out
to Vantage Capital.