Our philosophy of investing is to immerse ourselves in individual markets through a global vision, with adherence to stringent investment disciplines. We maintain local connections in major cities around the world and hold a privileged network of investment banks and brokers with prominent local presence in different financial markets.
UGI’s unique financial intelligence and human capital make us a leading platform of information, convergence and premium service. In the age of economic globalization, big data analysis with good business networks are the key to successful investing. We stand to leverage on the extensive research knowledge offered by prominent investment banks and the highly important local expertise and information flows from our local connections and partners.
UGI listens deeply to every client’s needs. We offer tailor-made, holistic strategies on investment products, quarterly valuations and regular reviews to our clients, based on a sophisticated and yet well-defined disciplined approach. UGI has proven experience of looking after the investment needs of corporations and individuals and is highly skilled at structuring a range of portfolios from low risk fixed income investment to a higher risk portfolio that focuses on capital growth.
With a focus in the Greater China and Asia Pacific Region, we specialize in hedge funds, equities, money markets and private equities. We manage and advise on investments across all major asset classes in developed and emerging markets on behalf of institutional and private clients.
Investment Advisory
Rigour, insight and experience are fundamental to provision of sound investment advices. UGI develops a deep understanding of each client’s financial needs and provides a highly personalized financial strategy to meet its requirements. We tailor all aspects and recommendations, based on a sophisticated and yet well-defined disciplined approach.
Fund Management
We manage assets for banks, institutions, family offices and private individuals. As an active manager, UGI believes in the potential to gain a competitive advantage from in-house research which will translate into superior investment performance through disciplined portfolio construction.
Alternative investments
Today, a flourishing community of private and institutional investors looks to established managers capable of delivering superior risk-adjusted performance whether the markets are rising or falling. We offer a low correlation with traditional asset classes; a lower risk/volatility of returns and a potential of high absolute returns regardless of market direction. UGI is renowned for its cutting-edge approach to product development. Our professionals are drawn from various academic backgrounds and share a wealth of investment experience.
