We implement financial strategies on terms that benefit the client
YOUR PERSONAL STRATEGY
We carefully analyze your goals, design a customized investment portfolio, and take responsibility for asset management. Our experts continuously assess risks and suggest new ways to increase returns. The clients receive regular reports in a consistent format.
UFG WM portfolio managers are investment professionals with a proven track record of managing private client portfolios and holding CFA the charters
How we work
We analyze your goals and determine the composition of your portfolio
We maximize returns and control the risk
We provide an easy-to-use report and deliver it to a personal online portal
Regardless of your level of involvement in the management process, you retain complete control over your assets and are quickly informed of changes in the portfolio via the portal and periodic reports
Strategic Portfolio Management
REQUEST
A conservative portfolio with a focus on bonds, yields above 4%, no UK issuers
SOLUTION
Minimum bond credit rating - "BB". Maximum weight in any one instrument - 4%. Low sensitivity to interest rate fluctuations. Maximum total equity weight - 10%
OUTCOME
Net performance of 4.5% per annum over 3 years of management
We guarantee an individual approach and the best expertise
