Building a legacyLet us help you leave a legacy with our
Private Wealth Management solution.
       personal save and invest private wealth management

      What is Private Wealth Management?

      Private Wealth Management is a comprehensive investment solution that provides personalized Portfolio Management Service for clients who would like to diversify their investment portfolios and maximize their overall returns.
      What's in it for you?The features of the private wealth management service include:
      • Cash flow management
      • Equities selection & portfolio construction offering sector diversification
      • Fixed Income Management
      • Hard Currency Investments
        man in business suit standing in front of office building        Want to build your wealth?Here's what you need to know about Private Wealth Management.
        Investment Asset Class
        Short-term Fixed Income Securities
        Performance target
        Average market rates
        Management fees
        Performance-based
        Risk rating
        Client's risk appetite
        Minimum investment
        UGX350,000,000/ or USD100,000/
        Currency
        USD, UGX
        Investment Asset Class
        Short-term Fixed Income Securities
        Performance target
        Average market rates
        Management fees
        Performance-based
        Risk rating
        Client's risk appetite
        Minimum investment
        UGX350,000,000/ or USD100,000/
        Currency
        USD, UGX
        How does it work?This service offers active investment management which involves active trading of the underlying securities in response to evolving market dynamics, cash management, and professional portfolio construction. All this is done in consultation with the client whose risk-return profile shapes the investment.man in business suit standing by an office window
          TALK TO USGive your wealth a purpose and leave a legacy. Start today.
             
            UAP Old Mutual Uganda is a subsidiary of the UAP Old Mutual Group, EA, which is part of Old Mutual Limited (OML) a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 17 countries.

            UAP Old Mutual Financial services is regulated by Capital Markets Authority and Uganda Retirements Benefits Regulatory Authority
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