You’ve built your wealth over the years. Let’s manage it to last for generations.
WHAT WE PROVIDE
We build your investment portfolio to be able to withstand volatility and shocks with robust risk management and compliance mechanisms
Book a consultation with a Wealth Advisor
OUR SERVICE SUITE
Our Value Proposition
We employ a 6-Key Proposition to provide a comprehensive approach to our client’s goals
What We Do
Managed Investment Services
Offshore Investment Management Service
International and Offshore Wealth Structuring
Wealth structuring can often be the single most important service we provide to our clients and involves the creation of an efficient framework for asset management. It is imperative to have the right strategy from the outset and we provide objectivity where often there are emotional decisions to be made. It is also important to note that every case is different in its simplicity or complexity.
Whether our clients are based in the country or abroad, we understand the internationally mobile high net worth client requires best-of-breed asset protection solutions to cater to their international needs when it comes to estate planning, wealth transfer and structuring ownership.
What types of services are included? At a broader level we can assist you on:
Working with you and your external advisors in:
Retirement/Legacy Investments
Retirement Planning
United Capital Private Wealth has wide-ranging experience is assisting individuals and families find optimal solutions to their retirement and RSA challenges.
UC Prestige
UC Prestige offers you the opportunity to diversify your investments effectively in terms of geographical regions, currencies and asset classes through a range of offshore fixed income securities.
UC-IMRAN: USD Sukuk Portfolio
UC-Imran is a USD denominated Shariah-compliant product which is prejudice to riba (interest) and unethical investing. Investment horizon ranges from short to medium term positions in equities from halal organizations, real estate, Sukuk-as-Salam, Sukuk-al-Murabaha, Takaful contracts, Mudaraba, Musharaka, Ijarah, diminishing Musharaka, Istisna, Wakala and Islamic Export Refinance while avoiding investment in companies that deal largely in alcohol, tobacco, pork, adult content, gambling, weapons, conventional banks and insurance companies.
UC Octus
Through our offshore securities offerings, we enable access to global investment opportunities, including mutual funds managed by leading firsm like BlackRock and Vanguard. We also provide services for purchasing foreign stocks (e.g. Apple, Nvidia, Microsoft, Amazon etc. and executing transactions according to you directives.
LEADERSHIP TEAM
MD, United Capital Wealth Management
Business Development Manager
Portfolio Manager
Global Market Outlook Report
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