Tailored Wealth Management
“Risk comes from not knowing what you are doing.” – Warren Buffet
At u34 capital, if you are looking for help building or improving your wealth and asset portfolio, we have the experience and skill set to do so. We work with highly skilled and professional wealth and asset managers to create the best value possible for you.
A selection of areas we cover include:
Growth – We can help you to identify and fully engage with new segments and markets that will give you an even greater competitive advantage, across capital markets and all asset classes as well as high end collectibles such as vintage cars and art.
Investment approach and strategy – Together with highly skilled portfolio managers we tailor investment approach and strategy based on your needs and expectations into a well-balanced overall portfolio. The investment strategy is defined together with you and aims to generate an attractive, sustainable return over a long-term investment horizon and safeguard the assets. We can help you develop an investment strategy to preserve, increase and transfer family assets to the next generation.
Operations – We can design and fully implement effective and efficient back-office and front-office processes focusing on risk management, portfolio management, and reporting.
U34 Family Offices: Achieving Sustainable Returns Through Holistic Wealth Management and Diversified Asset Allocation
U34 family offices wealth management service takes a holistic approach to achieve positive sustainable returns using optimized allocation to attractive asset classes
Our clients receive exclusive access to the full array of investable asset classes on a global scale.
A holistic approach on investing includes next to traditional capital markets and asset classes (such as equities, fixed income) and nontraditional asset classes (private equity, hedge funds and commodities) also high-end collectibles such as vintage cars and / or art.
The investment approach is tailored according to the individual needs and expectations into a well-balanced overall portfolio. The aim of the investment strategy is defined together with the client and aims to generate an attractive, sustainable return over a long-term investment horizon and safeguard the assets
As representatives of families and investors with an entrepreneurial background, we also offer opportunities of investing into the startup and private equity ecosystem, with the aim of supporting companies in their long-term growth.