The Services - UPM Ltd

A lot more than knowledge, experience, trust...

U.P.M. offers a discretionary portfolio management service, a multi-currency, multi- asset solution.
We take responsibility for the investments and cash in a client’s portfolio in order to meet his/her specified objectives on the basis of a discretionary mandate given to us by our clients. This involves:

• Identifying client needs and constructing a portfolio to match their risk & return investment profiles.
  

• Taking responsibility for all the day-today investment decisions.
  

• Looking after the investment administration of the portfolio.Once the investment profile of the client is identified, the strategic, long- and short-term asset allocation is formed. We then build our client portfolios which we consider suitable according to the client’s profile. We may include instruments such as equities, fixed income, mutual funds, structured products, commodities, alternatives and cash.
  

Once the investment profile of the client is identified, the strategic, long- and short-term asset allocation is formed. We then build our client portfolios which we consider suitable according to the client’s profile. We may include instruments such as equities, fixed income, mutual funds, structured products, commodities, alternatives and cash.

Financial instruments/ investment products are selected for our client portfolios through a vigorous investment process, utilizing our access to research analyses and recommendations by well-known investment houses.

Clients receive portfolio valuations on a monthly basis and any additional information, as appropriate and desired.