Wealth Management & Family Office Services

OUR SERVICES

Wealth Management

We believe in following through on expectations. Our client-focused wealth management strategies allow us to craft intelligent solutions with agility and efficiency, catering to the needs of affluent individuals, families and business entities who wish to work with a team of trusted advisors without confining their assets within one financial institution. Ubica Capital accommodates this desire by acting as a single point of contact across all client services, seamlessly integrating structuring of personal assets, banking administration, tax advisory and portfolio management.

Investment Solutions

Our bespoke investment strategies are highly personalised to suit specific client objectives and geared towards catalysing the achievement of short and long-term goals. Developed according to a philosophy of maximum liquidity, powerful conviction and enduring wealth creation, our robust solutions focus on capital appreciation while incorporating potent methods of market research, portfolio diversification and risk management mitigation. Across all investment endeavours, our commitment lies in generating maximum liquidity while continuously monitoring investment performance to deliver measurable results you can count on.

Philanthropic Services

Actualising one’s family values through charitable giving can be one of the most enjoyable and rewarding forms of resource allocation. Ubica Capital is proud to enable individuals and families to manifest their generosity while maximising their social impact through a wide range of philanthropic opportunities, including social enterprise investments, charitable trusts and direct charity donations. We are passionate about identifying the organisations and philanthropic approaches that align with our clients’ unique priorities, enabling them to leave a meaningful and lasting impact through giving.

Intergenerational Planning

Our firm is dedicated to bringing much-needed clarity and security to conversations surrounding retirement planning and intergeneration wealth transference. Our agile service offerings and unique insight into family dynamics allow us to cultivate an environment conducive to creating and preserving multigenerational wealth, creating maximum benefit for those closest to you. Ubica Capital provides a neutral and unbiased perspective to aid in all matters pertaining to intergenerational planning, including trust formation, asset administration, inheritance mitigation and estate planning.

OUR SOLUTIONS

PROVIDING CREATIVE RESOLUTIONS TO FINANCIAL COMPLEXITIES

As a solutions-oriented firm, we are well-versed in the frequent complications that can arise from affluence. With over 30 years of combined expertise, our advisors develop personalised solutions to effectively navigate any and all predicaments our clients encounter.

HOW CAN I SIMPLIFY MY ASSETS WHILE GENERATING LONG-TERM SECURITY?

Ubica Capital strives to provide our clients with the peace of mind they’ve worked so hard to earn. Thus, our exceptional wealth management and advisory services are facilitated by personal advisors, assigned to each individual and family. Your advisor’s exclusive intention is to understand you – your motivations, values and ambitions – in order to create sustainable value for generations to come.

HOW CAN I HARNESS MY WEALTH TO CULTIVATE LASTING CHANGE?

Regardless of whether your family has a long history of participation in philanthropic pursuits or is considering a first-time contribution to a charitable endeavour, our team coordinates every essential aspect of making your philanthropic efforts a reality. We have extensive experience in a myriad of structured options of altruistic giving, and use our expertise to help our clients and their families contribute to the causes most important to them.

HOW CAN I ENSURE MY FAMILY BENEFITS FROM MY LIFE’S WORK?

Our advisors understand how to distribute intergenerational wealth on a tax advantage basis, and our main priority is facilitating organised and tension-free transference of the wealth you worked tirelessly to accumulate.