CONSOLIDATING the independent wealth management Industry
At UHG Capital, we are dedicated to strategically consolidating the Swiss independent wealth management industry. Our mission is to blend innovative approaches with the timeless traditions of Swiss private banking, ensuring a legacy of excellence and trust.
By partnering with leading external asset management firms, we aim to create a cohesive and sophisticated group that meets the evolving needs of high-net-worth clients while honoring the rich heritage of our industry.
Our leadership board is composed of former Swiss private-banking executives with over 150 years of combined experience in wealth management, sensitive transitions, and UHNW client advisory.
This governance ensures a secure, controlled, and long-term framework for founders considering a transition.
– Succession and transition solutions
– Full relief from regulatory and operational burden (LSFin, FINMA, compliance)
– Continuity and stability for clients and teams
Geneva — Zurich
By invitation only
A partner dedicated to founders and principals in the EAM sector.