Facts and Insights
UNIGESTION (UK) LTD is a financial advisory firm based in London, United Kingdom. With over 20 years of experience in the industry, the firm specializes in providing bespoke investment solutions to its clients.
The team at UNIGESTION (UK) LTD is made up of highly qualified and experienced financial experts who are dedicated to helping their clients achieve their financial goals. They work closely with each client to understand their individual needs and objectives, and then develop personalized investment strategies to meet those goals.
How does the advisor help clients – Key Takeaways:
UNIGESTION (UK) LTD offers a wide range of financial services to its clients, including portfolio management, asset allocation, risk management, and investment research. They also provide financial planning services to help clients navigate through major life events such as retirement, inheritance, or the sale of a business.
The firm caters to a variety of client types, including high-net-worth individuals, families, and institutions. They have a strong focus on building long-term relationships with their clients, and their personalized approach ensures that each client receives the best possible advice and solutions for their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | £5 billion |
| Number of Advisors | 10+ |
| Time in Business | Over 20 years |
Financial Services Offered:
- Portfolio Management
- Asset Allocation
- Risk Management
- Investment Research
- Financial Planning
Client Types:
- High-net-worth Individuals
- Families
- Institutions
Fees & Compensation:
UNIGESTION (UK) LTD charges a fee based on a percentage of assets under management. This fee structure is designed to align the interests of the advisors with those of the clients, as their compensation is directly tied to the performance of the client’s portfolio. The firm does not receive any commissions or kickbacks for recommending specific investments, ensuring that their advice is always unbiased and in the best interest of their clients.
Background:
The firm was founded in 2000 by a group of financial experts who shared a common goal of providing independent and personalized financial advice to their clients. Since then, UNIGESTION (UK) LTD has grown significantly and has established itself as a leading financial advisory firm in the United Kingdom.
Financial Advisor Disclosures to Know:
UNIGESTION (UK) LTD is a registered investment advisor with the Financial Conduct Authority (FCA) and is subject to their regulations. They have a fiduciary duty to act in the best interests of their clients and must disclose any potential conflicts of interest that may arise.
Overall, UNIGESTION (UK) LTD provides a comprehensive and transparent approach to financial advisory services, working closely with their clients to create customized solutions that align with their financial goals. Their strong track record and commitment to their clients make them a top choice for anyone seeking professional and personalized financial advice.