Our Approach

At UMA we work closely with our clients and their advisers, such as lawyers, bankers, financial planners, and accountants, to understand our clients’ and their families’ circumstances and their requirements.

Only by working together can we ensure that our clients’ requirements are met. We will intervene if requested and jointly establish a more flexible and robust, and if required, more internationally transparent and operationally viable structure.

We act as trustee, protector, investment, and governance committee members and form part of the client’s wealth management team using our professional and dedicated corporate entities or specialized third-party services providers

Our services are highly personalized and involve a modular approach, where each module can be utilized individually or in combination.

At UMA, we guarantee independence and professionalism, assuring our clients that we work with them as partners and support their decision-making process. We work with our clients to ensure that both the individual and the family’s well-being is safeguarded and that our clients are confident in having a planned and structured future with ongoing monitoring.

UMA Wealth (Switzerland) AG is a member of Step Zurich

UMA Swiss AG is regulated by the SO of AOOS – Swiss limited corporation for supervision and is a member of the SATC

Our Approach

Our Values & Goals

We are trusted partners to many families, and we take pride in structuring their wealth for their full enjoyment at present and for future generations. We ensure that:

  • We act professional and diligent
  • Always compliant with the law
  • Always align interests with our clients
  • Are independent, objective and transparent, avoiding conflict of interest
  • Provide services based on competence, privacy, and confidentiality
  • We spend time to understand the client’s needs and objectives
  • Deliver what we promise: always quality!
  • Provide a holistic approach through expertise, communication, collaboration, and coordination of our clients’ needs
  • Implementation and maintenance of compliant cross-border structures
  • We are global consultants to selected clients and families, offering robust and compliant solutions and legal structures
  • We offer services; we do not sell products!

Please note: The UMA Group professionals follow and abide by both local jurisdiction and global standards of conduct. We do this by acting in the best interest of our clients at all times when providing our services. Our professionals meet the highest of standards and uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outlined in the various professional organisations of which we are members. We always deliver a high level of ethical and competent service.