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WHO WE ARE

Exceeding expectations

We exceed expectations through

We exceed expectations

through a deep understanding of your goals

a deep understanding of your goals

through a deep understanding

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.

Data Privacy

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

Learn more about our expertise