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Investment consulting

At UFG Wealth Management, we understand that each family's investment needs are different, and based on numerous factors: both tangible and intangible. Our ambitious goal for your family is to achieve an ideal balance between risk and profitability within a clearly defined investment objective. Next, we look at the best way to implement your investment goals given the realities of the market. If, for example, your goal is to invest in civil aviation, our task is to offer you a full range of investment strategies: from purchasing shares in a publically traded company such as Boeing, to acquiring a small aircraft and leasing it out. We provide detailed analysis of all the variables of each scenario, including market movements, fluctuations in the price of fuel, projections of the cost of aircraft maintenance and calculations on the employment of crew. Our careful analysis of all of your possible investment strategies is designed to help you make an informed decision, which is in line with your family's needs. We believe that this approach saves you time, and, ultimately, money.

We recognize that market conditions fluctuate, but whatever the investment climate, our expert team is on hand to:

  • Formulate a comprehensive, long-term investment strategy tailored to the needs of your family.
  • Assist in defining your investment objectives, taking into account your tangible and intangible needs.
  • Propose the broadest possible range of investment opportunities, achieving an optimal balance between risk and reward.
  • Identify industry-leading managers for each specific asset type, then distribute and manage their mandates.
  • Organize loans secured against your assets, optimizing favorable returns for financing.
  • Monitor the effectiveness of your investments on an on-going basis.
Structured Assets and Capital
Investment consulting
Financial Administration
Tax Planning
Succession Planning
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