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WHO WE ARE

We exceed expectations

We are exceeding expectations through

We are exceeding expectations

through a deep understanding of your goals

a deep understanding of your goals

and our high level of expertise

through a deep understanding

of your goals and our high

level of expertise

and our high level of expertise

We know what problems the owners of extra-large wealth face, and we can solve them, regardless of scale and complexity
OUR HISTORY

UFG Wealth Management (UFG WM) was founded in 2005 and a few years later was recognized the best family office in Russia according to SPEAR'S AWARDS

WHAT IS UFG WM

UFG Wealth Management is an independent family office responsible for effective management of your family's wealth

WHAT WE DO

We provide investment, legal and consulting services, think strategically and assess how today's decisions will affect the accomplishment of your goals and the future of your family

UFG Wealth Management team

Florian Fenner

Florian Fenner

Partner
Oksana Kuchura

Oksana Kuchura

Partner
Diana Kalyaeva

Diana Kalyaeva

Partner, Head of Multi-family Office
Nikolay Vargasov

Nikolay Vargasov

Partner
Sergey Belyaev

Sergey Belyaev

Managing Director of Investment Department
Aleksei Potapov, CFA, CIPM

Aleksei Potapov, CFA, CIPM

Director of Investment Department

Our values & principles

Responsibility

We take responsibility for solving problems of any scale and complexity

Innovative thinking

We find original solutions to help you achieve maximum results

Complexity

We do not just solve individual problems, we develop a strategy to achieve your goals

Expertise

Our managers have CFA, CCIM, MRICS certificates, and each of the experts has more than 10 years of professional experience

Confidentiality

All your data is encrypted, and only your relationship manager knows your name

Transparency

We build a clear free structure, protect your rights and are guided only by your interests
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 RESPONSIBILITY

Stable income and growth

of your family’s wealth

We help you invest in transparent and liquid instruments

We develop the optimal ownership structure of your wealth

We protect your interests and care about your data security

We thrive to identify efficient solutions that do not lie on the surface

Taking responsibility
for your goals

Get in touch
Learn more about our expertise