Private Wealth
Wealth managed around your life, not the market's mood.
Union Capital offers high-net-worth individuals and families professional portfolio management spanning income, capital preservation, estate planning and philanthropy.
In short
We manage private portfolios around each client's objectives — income, preservation, estate planning and giving — sizing risk to the goal rather than chasing returns.
What it covers
A complete view of your wealth.
Income
Portfolios structured to generate steady income alongside capital growth.
Capital preservation
Protecting wealth against inflation and currency risk through disciplined allocation.
Estate planning
Structuring wealth for transfer to the next generation, with your advisers.
Philanthropy
Advice on structured, lasting giving aligned to your values.
Questions
Private wealth, answered.
Who is private wealth management for?
It is for high-net-worth individuals and families seeking professional management of their investments, with goals such as income, capital preservation, estate planning and philanthropy.
How do you manage risk for private clients?
We build each portfolio around your objectives and risk appetite, sizing exposure to those goals rather than chasing returns. Allocations are reviewed regularly against your plan.
Can you help with estate planning and philanthropy?
Yes. Alongside investment management we advise on structuring wealth for the next generation and on giving, coordinating with your other advisers where needed.
How do I get started?
Book a consultation with an advisor, or use our Investment Recommender to see which Union Capital solution fits your goals before you meet us.
Plan your wealth
Book a private consultation with a Union Capital advisor.