The UMA Group of companies (`UMA Group`) is a private client, family wealth consultancy group, which also offers bespoke corporate and fund structuring team. A boutique services group specialized in offering professional wealth consulting and wealth planning, including trust, fiduciary, operational, and governance structuring services to private clients and the investment community.
Unique & tailored
services to meet
our clients’ needs
we are uma
Unique
Mindful
Assured
We strongly believe that all clients and families we serve are unique and are entitled to our personal and dedicated attention. Our logo is indicative of our approach, and just like a fingerprint, our services are unique, and tailored to meet our clients’ requirements.
We are mindful of the responsibility involved in supporting our clients in reaching their objectives.
As a team of experienced, knowledgeable, and international professionals, we understand the challenges you, your family and your corporate organization face, and we aim to solve them for you. We are assured that we can turn the issues you may encounter into meaningful opportunities.
Our Services
our values & goals
At UMA, we work closely with our clients and their advisers to fully understand our clients’ and their families’ circumstances and their requirements.
Only by working together can we ensure that our clients’ requirements are met.