We consolidate all asset and business data for effective and transparent management
Cash flow monitoring
We consolidate asset and financial information in a convenient way, coordinate payment transactions, and provide transparent reporting
For effective management of financial flows, we:
prepare financial plans/budgets and monitor their implementation
coordinate cash flows and prepare liquidity plans
monitor personal and corporate business accounts
arrange for the storage of financial documents
arrange for the storage of financial records
FAMILY FINANCIAL MANAGEMENT
We take care of the family's accounting: tracking all income and expenses, planning and creating a budget. We control running costs and prepare final accounts. We get the best bank offers and help you open bank accounts
UFG WM is a leading wealth manager
UFG WM has been recognized in the Private Banking Innovation Awards 2021
How we work
We offer the highest level of confidentiality
We collect all information for the client’s convenience
We offer ways to optimize costs
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We guarantee an individual approach and the best expertise
