UFG Wealth Management
Nicosia-based multi-family office established in 2005, offering portfolio management, investment advice, legal, tax, family governance and real estate services to private clients.
Identity
- HEADQUARTERS
- Nicosia, Cyprus
- FOUNDED
- 2005
Investment approach
- STRATEGIES
- Public equities
Overview
UFG Wealth Management (UFG WM) says it was established in 2005 and is based in Nicosia, Cyprus. It provides investment, legal, tax and consulting services to private clients and families, including family governance, succession planning and commercial real estate search, sale and management. Its investment arm builds and manages individual bond and equity portfolios run by CFA-charterholder portfolio managers. Its site lists awards it received as a multi-family office, including at the Global Private Banking Innovation Awards 2021.
Frequently asked questions
UFG Wealth Management is a multi family office based in Nicosia, Cyprus, founded in 2005.
UFG Wealth Management does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes public equities.