We understand the challenges faced by the private clients and can help solve problems of all sizes
OUR HISTORY
UFG WM was established in 2005. For more than 15 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.
Our Values & Principles
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.
DataPrivacy
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.
Wide choice
We offer the broadest range of possible solutions.
our awards and membership
Global Private Banking Innovation Awards 2021
chambers – Leading HNW Professionals
euromoney – Succession planning and trusts 2019
The legal team is a member of the Society of Trusts and Estate Practitioners (STEP)
euromoney – Private Banking and Wealth Management Survey 2018
wealthbriefing – WealthBriefing European Awards 2021
01 / 15
OUR AWARDS
WealthBriefing European Awards 2021
UFG Wealth Management are the winner of the Family Law Legal Team and highly commended in Tax Team at The Ninth Annual WealthBriefing European Awards 2021
02 / 15
OUR AWARDS
Global Private Banking Innovation Awards2021
UFG Wealth Management received recognition in the category "Outstanding wealth management service by a multi-family office"
03 / 15
OUR AWARDS
Global Private Banking Innovation Awards2021
UFG Wealth Management received recognition in the category "Best wealth management for $1,5 mln - $5 mln AUM"
04 / 15
OUR AWARDS
Leading HNW Professionals
UFG Wealth Management was ranked by Chambers High Net Worth 2021 among Leading HNW professionals worldwide third year in a row
05 / 15
OUR AWARDS
Leading HNW Professionals
UFG Wealth Management became one of the leaders in the Wealth Managers category
06 / 15
OUR AWARDS
1 Russian Family Office in the category “Wealth Managers”
07 / 15
OUR AWARDS
Succession planning and trusts 2019
1st place in the Succession Planning and Trusts category according to Euromoney magazine
08 / 15
OUR AWARDS
Best Family Office 2018
Winner of the SPEAR'S Russia Wealth Management Awards in the category "Best Family Office"
09 / 15
OUR AWARDS
Private Banking and Wealth Management Survey 2018
2nd place in the Family Offices category in Russia and 4th in a similar category in the Central and Eastern Europe region
10 / 15
OUR AWARDS
Best Family Office 2017
Winner of the Best Family Office nomination at the SPEAR'S Russia Wealth Management Awards
11 / 15
OUR AWARDS
Top-3 Best Companies 2017
In 2017, UFG Wealth Management entered the top 3 best asset management companies for a millionaire from Russia according to Forbes magazine
12 / 15
OUR AWARDS
Best Family Office 2015
1st place in the category "Best Family Office 2015” according to Forbes magazine
13 / 15
OUR AWARDS
Best Family Office 2012
SPEAR's Best Family Office 2012
14 / 15
OUR AWARDS
Best Family Office 2010
SPEAR's Best Family Office 2010
15 / 15
OUR AWARDS
Best Family Office 2009
SPEAR's Best Family Office 2009
OUR PRIORITIES
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
We guarantee an individual approach and the best expertise
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