Singapore

Overview

UCAP Asia, as an external asset manager, provides financial advice with an emphasis on foreign exchange, interest rates, equities, structured products, and trust structures to high net worth individuals and corporations to protect and enhance their assets.

At UCAP Asia, the average experience of our six senior managers in the asset management industry is 25 years. During the course of these 25 years, they have experienced numerous market rallies and crises: 1987 Black Monday, the Tiananmen Square Unrest, the break-up of the Soviet Union, the 1998 Asian Financial Crisis, the Lehman Brothers Bankruptcy, and the recent Eurozone crisis.

Financial markets can be volatile. At UCAP Asia, our experience makes the difference.

Regulatory Supervision

In Singapore UCAP Asia operates under a Capital Markets Services licence (CMS 100275-1) issued by the Monetary Authority of Singapore (MAS) on 19th July 2013 to conduct Fund Management Activities.

Our Services

As an External Asset Manager, UCAP Asia operates according to a tripartite relationship.

UCAP Asia signs a limited power of authority agreement with clients, whereby clients authorise UCAP Asia to manage their assets, including giving instructions to custodian banks to execute orders, except withdrawal authority.

UCAP Asia signs a framework agreement with custodian banks, whereby UCAP Asia, with specific authorization from clients, will execute orders at client request.

Asset Allocation

UCAP Asia offers access to the following asset classes:

Equities
Bonds
Cash
Forex
Hedge Funds
Private Equity
Structured Products

Active Trading & Supervision

We have in place a dedicated team of investment advisers to analyze and implement comprehensive risk control parameters across all invested assets based on individual client investment objectives and risk appetite. Our team closely monitors the performance of each investment and implements daily corrections in order that the portfolio always meet the client’s objectives.

Reporting

UCAP Asia offers asset supervision and reporting throughout the life of each investment. Via its proprietary reporting platform, UCAP Asia is able to supply precise portfolio data consolidated across the client’s custodian banks.

Our Partners

Central to our approach is a desire to partner and collaborate with the most experienced investment advisors, wealth managers, and custodians within our own region and beyond—individuals and institutions with a precise understanding of the regional investment palette and regulatory atmosphere.

Our preferred partners are overwhelmingly those who share in our entrepreneurial spirit, boast impressive wealth management track records, and offer comprehensive services so that we may ensure our clients benefit from a broad network of skills and capabilities, including areas beyond investments and banking.