U Wealth SA is a FINMA‑regulated wealth management entity within the Unigestion Group that provides discretionary portfolio management, investment advisory and customised investment solutions. Services cover traditional asset classes, alternative investments and private markets, and include advice on debt structuring, mergers & acquisitions, capital raising, succession and philanthropy.
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Industry:External Asset Management
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Discretionary portfolio management, tailored solutions to goals and risk appetite, allocation and monitoring of portfolios, optimisation of performance with full transparency.
Investment Advisory Solutions
Personalised investment advice, guidance for informed decisions, support in navigating changing markets, on-call expert advice for clients.
Wealth & Investment Services
Support for wider client needs, including debt structuring, mergers and acquisitions, capital raising, succession, and philanthropy.
Customized Investment Portfolios
Tailored portfolios across equities, fixed income, currencies, commodities, alternatives, hedge funds, cryptocurrencies, private equity, private debt, and real estate.
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