UCAP Wealth Management S.A.

Switzerland 2019-12-12T18:01:53+02:00

Overview

UCAP Wealth Management S.A. is a Swiss company incorporated in May 2018 to serve international private clients and independent asset managers with open architecture access to financial products, dedicated assets management programs, and personalized services.

In our view, private banking is a matter of trust and personal relationships. At UCAP Wealth Management, we place a particular emphasis on understanding our clients’ needs and placing them at the centre of every investment decision.

Regulatory Supervision

UCAP Wealth Management Switzerland S.A. is regulated by the Association Romande des Intermediaires Financiers (ARIF).

Our Services

Thanks to our extensive network of well-established partners, UCAP Wealth Management Switzerland is able to provide its private clients access to an unprecedented level of expertise in discretionary and active advisory services, derivative and structured solutions, absolute return asset management, estate planning and wealth structuring, and custody & management of private placement life insurance policies.

Under a discretionary mandate, the client, with UCAP Wealth Management, defines their acceptable level of risk, ideal investment horizon, and personalized needs. UCAP WM then builds and implements an appropriate investment strategy on the client’s behalf. Services include:

  • Asset allocation across equities, bonds, hedge funds, private equity, structured solutions, among others
  • Daily management of active positions
  • Risk management through foreign exchange hedging and cash positions
  • Reporting and performance coverage on active investments

Under an advisory mandate, UCAP Wealth Management works with the client to build an investment strategy, which UCAP WM implements with client approval on a trade-by-trade basis. Services include:

  • Active management of daily positions
  • Currency, commodity, and liquidity hedging
  • Reporting and performance coverage on active investments

UCAP Wealth Management also offers investment and structural solutions to independent asset managers. We offer truly personalized services within a open-architecture format consisting of access to the main depository banks in Switzerland, global market participation, best-in-class advisory, and full compliance & regulatory support.

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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 a comprehensive services that we may ensure our clients benefit from a broad network of skills and capabilities, including areas beyond investments and banking.