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WHO WE ARE
Exceeding expectations
through a deep understanding of your goals
We understand the challenges faced by the private clients and can help solve problems of all sizes
UFG WM was established in 2005. For more than 20 years, the company’s experts have been helping to preserve, effectively manage, and grow wealth. We provide investment, legal, tax and consulting services, thinking strategically, and assessing how today’s decisions will affect the achievement of the client’s goals and the future of their family.
Competence
The UFG WM team is the best in wealth preservation and growth. All portfolio managers are CFA certified, and lawyers are qualified in international trust management.
Complexity
Rather than resolving issues on an ad hoc basis, our lawyers develop strategies to achieve our clients’ goals, taking into account multiple factors and legal environments
Data Privacy
All data is encrypted, and only the UFG WM’s top management knows the client’s name.
Convenience
Our clients can receive comprehensive and straightforward advice on their assets.
Compliance
We are committed to full compliance with all applicable laws, regulations, and sanctions regimes in every jurisdiction where we operate. This includes, but is not limited to, laws relating to anti-corruption, anti-money laundering, counter-terrorism financing, and international sanctions (e.g. UN, EU, OFAC, OFSI). All activities are conducted with integrity, transparency, and in accordance with the highest ethical standards.
Wide choice
We offer the broadest range of possible solutions.
Stable income and family’s wealth growth
Helping to invest in transparent and liquid instruments
Developing the optimal asset ownership structure
Protecting the client’s interests and ensure data security
Providing customized solutions
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