UCL offers much more than the standardised, off-the-shelf asset management services available. We strive to arm the client with portfolio protection when the market declines, and relative returns when the market rises. A significant portion of portfolio return variation is attributed to market performance and a portion of that variation to active management/security selection.
UCL’s portfolios are driven by quantitative models and have a strong history of outstanding risk adjusted returns. In selecting investment into a portfolio, growth, income, capital preservation, and liquidity are the objectives that guide us.
Our disciplined, competent investment professionals and our client-focused culture are vital facets of our investment process.
Pension & Provident Funds
Union Capital is yet to be licensed by the National Pensions Regulatory Authority as a Pension fund manager. UCL works with licensed Trustees to allocate funds to suitable asset classes. We select the asset classes through research and economic trend analysis with the objective of minimizing risks and optimizing returns.
We also provide turnkey (structuring, implementing, managing & reporting) voluntary pension schemes.
Private Wealth Management
UCL provides holistic wealth management solutions to our clients needs: income, estate planning, capital preservation, and philanthropy among others. Our team of unbiased professionals works with the clients to providing guidance on asset allocation and portfolio diversification across an asset spectrum of cash, fixed income, listed and unlisted equities.
Institutional Fund Management
From fund accounting and valuation to cash management, UCL provides efficient cutting edge solutions for businesses, non-governmental organisations, and registered & unregistered associations.
Our capabilities extend to managing the investment needs of small- to mid-size institutions such as foundations and endowments.