Unigestion Group has unveiled U Wealth, a FINMA-regulated wealth management platform designed for ultra-high-net-worth families and entrepreneurs.
Backed by 50 years of investment heritage, U Wealth combines independence, dedication, and care with a highly experienced leadership team driving its vision for the future of private clients.
– Leadership highlights:
▪️Andrea Stefanowicz Sabrier, CEO ; Private banking and wealth management strategist
▪️Bernard Sabrier, Chairman; 50+ years shaping Unigestion and the Famsa Foundation
▪️Sandrine Perret, Head Economist & Portfolio Manager; Macro research and fixed income strategist
▪️Olivier Marciot, CIO; Multi-asset, risk-managed investment expert
– Services at a glance:
▪️Discretionary Portfolio Management: Tailored solutions aligned with your goals and risk appetite
▪️Investment Advisory Solutions: Expert guidance in navigating complex markets
▪️Wealth & Investment Services: Succession, philanthropy, M&A, capital raising, and more
▪️Customized Investment Portfolios: Across traditional, alternative, and private markets
With U Wealth, UHNW families gain a trusted partner to preserve and grow their legacy through personalized, long-term solutions executed with precision and clarity.
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