What do we do?

Wealth Management

Uniq Capital’s systematic approach to wealth management is characterized by its Core-Satellite strategy and active selection of best-in-class managers. This approach is designed to deliver several key benefits to its clients:

 

Optimal Performance: The Core-Satellite approach involves dividing a portfolio into two main components:

  • Core Holdings: These are typically made up of low-cost, diversified investments such as index funds or ETFs. They provide stability and serve as the foundation of the portfolio.
  • Satellite Holdings: These are more actively managed investments that seek to generate alpha (excess returns) compared to the market. They may include individual stocks, actively managed funds, or other strategies. By combining both core and satellite holdings, Uniq Capital aims to optimize portfolio performance.

 

Minimized Fees: The use of low-cost core holdings helps minimize the overall fees associated with portfolio management. This can enhance long-term returns, as high fees can erode investment gains over time.

 

Full Transparency: Uniq Capital places a strong emphasis on transparency. Clients can expect clear reporting and visibility into their investments, helping them understand how their portfolio is managed and how it aligns with their financial goals.

By actively selecting best-in-class managers for the satellite portion of the portfolio, Uniq Capital ensures that clients have access to top talent in the investment industry. This can lead to more informed decision-making and the potential for superior returns.

 

Overall, Uniq Capital’s systematic approach to wealth management combines the stability of core investments with the potential for outperformance through carefully selected satellite holdings. This strategy is designed to provide clients with an optimal balance of performance, cost-efficiency, and transparency in their investment portfolios.

Pension Scheme

At Uniq Capital, our overarching objective is to provide a pension scheme distinguished by its transparency, underpinned by a vast network of foundations. Central to this commitment is the Uniq Capital Pension Fund, a unified platform meticulously designed to serve the interests of both our esteemed clients and dedicated employees. This unified approach safeguards against conflicts of interest while fostering complete alignment of objectives.

 

Discover the Uniq Capital difference and embark on a journey towards a secure and prosperous retirement.

The “Uniq” Approach to Pension Provision:

 

  • Tailored Asset Management: Our foremost commitment lies in crafting a customized management strategy for pension assets, meticulously tailored to accommodate individual future requirements and time horizons.
  • The “Uniq Capital” Pension Fund: We extend a spectrum of personalized options within our renowned “Uniq Capital” Pension Fund, allowing for the selection of conversion rates, technical interest rates, compulsory benefits, voluntary benefits, vested benefits, and 3rd pillar contributions.
  • Transparency and Accessibility: Central to our philosophy is the assurance of transparency, underscored by a comprehensible fee structure. Our digital interface ensures uninterrupted access, enabling you to stay informed at all times.
  • Risk-Return Optimization: We understand that each investor possesses a unique risk tolerance and financial profile. Our approach entails the optimization of the risk-return ratio, meticulously tailored to individual profiles, while providing diligent performance tracking and alignment.
  • Pioneering “Pension 2.0”: At Uniq Capital, we’re not merely offering a pension scheme; we’re ushering in the future with our innovative “Pension 2.0” approach, a testament to our commitment to evolving with the ever-changing financial landscape.

Investment Office

The Private Investors Club is positioned as a powerful and sustainable platform for investors. The “Private Investors Club” is an exclusive and selective group of individuals who are invited or granted membership based on certain criteria which offers:

 

  • Co-Investment: The club is designed for investors who want to collaborate and co-invest with others. This collaborative approach allows members to pool their resources, expertise, and capital for potentially more significant investment opportunities.
  • Best and Brightest Minds: The club aims to attract individuals who are not only financially capable but also possess valuable knowledge and insights. These members are seen as some of the “best and brightest minds” in the investment world, suggesting a focus on expertise and experience.
  • Shared Vision and Goals: Members of the club are expected to share a common vision and investment goals. This alignment of interests is crucial for successful co-investing, as it ensures that everyone is working toward a common objective.
  • Powerful and Sustainable: The platform is described as “powerful,” which may imply access to substantial resources, networks, or opportunities. Additionally, the vision of this Club is to have a long-term and responsible approach to investing, considering ESG criteria.
  • Networking and Knowledge Sharing: Being part of the Private Investors Club likely provides members with valuable networking opportunities and the chance to exchange ideas and knowledge with like-minded investors.

In summary, the Private Investors Club is positioned as an exclusive and collaborative platform for experienced investors who are seeking to co-invest with others who share their vision and goals. The emphasis on expertise, sustainability, and alignment of interests offers a focus on responsible and strategic investing within this community.