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Investment consulting

From a powerful idea to a high return

We implement financial strategies on terms that benefit the client
YOUR PERSONAL STRATEGY

We analyze your goals carefully, form a tailor-made investment portfolio and take responsibility for the asset management. Our experts continuously assess the risks and suggest new ways to enhance returns. You will receive regular reports in a coherent format

Portfolio Managers at UFG WM are investment professionals with a long-term track record of managing individual UHNWIs portfolios and hold CFA charters
UFG WM manages twenty individual portfolios

We are trusted advisors to clients from the Russian Forbes list

How we work

We analyze your goals and, determine your portfolio composition

We maximize returns and control the risks

We provide a user-friendly report and submit it to a personal online portal

Regardless of the level of involvement in the management process, you retain full control over your assets and quickly receive information about changes in the portfolio using the portal and periodic reports

Strategic Portfolio Management

REQUEST

A conservative portfolio with a focus on bonds, yields above 4%, no UK issuers

SOLUTION

Minimum bond credit rating - "BB". Maximum weight of one instrument - 4%. Low sensitivity to interest rate fluctuations. Maximum total stocks weight - 10%

RESULT

Net performance of 4.5% per annum over 3 years of management

Our experts

Aleksei Potapov, CFA, CIPM

Aleksei Potapov, CFA, CIPM

Managing Director of Investment Department
Evgeny Pundrovskiy, CFA

Evgeny Pundrovskiy, CFA

Director of Investment Department
Maxim Malofeev

Maxim Malofeev

Manager of Investment Department
Ivan Dzhus, CFA

Ivan Dzhus, CFA

Manager of Investment Department
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We take responsibility for maximizing returns on investment

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