Individuals

Institutional asset management for wealthy families

Since our inception in 1971, Unigestion has helped some of the world’s most sophisticated institutional investors to protect and grow their capital. We bring the same rigour, and the same focus on quality, loyalty and capital preservation, when investing money on behalf of high net worth individuals and their families.

We appreciate the effort that has gone into building family wealth. For many investors, capital preservation is paramount. Our risk management-based approach to investing can play a strong role in achieving this objective and delivering long-term performance.

Our investment process begins with an assessment of each client’s appetite for investing and risk. We propose a strategic allocation and overlay this with our interpretation of the markets and economic outlook. Our managers constantly monitor the investment environment and make tactical adjustments when appropriate.

Individuals


Building a true partnership

Throughout the investment process, we take a client-centric approach, working closely with each client’s advisers, including trustees, lawyers and accountants. We look to build a true partnership with our clients, regularly sharing expertise, including our research agenda, to meet their investment needs.

For some clients, customised portfolios are not enough. They want to be more hands-on and bring their own investment ideas. We are able to accommodate this, integrating these into their risk profiles and providing access to co-investment opportunities.

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