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Our Services

Independent Portfolio Management

Portfolio advisory services are designed to address your specific interests and objectives with a portfolio-based approach, drawing from the entire universe of investment opportunities.

This non-discretionary offering is predicated on four key pillars: establishment of your investment objectives, asset allocation strategy, security/product selection and ongoing performance review. Through working with your relationship manager, we periodically review the portfolio with you to make sure it is consistent with your investment objectives and our market outlook.

Our team leverages the full range of Utica capabilities to match your requirements applying a consultative approach

  • Asset Allocation Plan
    Your objectives are translated into an asset allocation plan
  • Focus on needs and goals
    We focus on your needs and goals regarding return expectations, risk and other considerations – with no revenue targets
  • Individual Investment Ideas
    You will get recommendations and individual investment ideas within the context of your total portfolio and risk profile

Managing Your Investments

Our Asset Management team delivers top-of-the-line investment management services to our clients. We also provide innovative structured solutions for specific needs through our expertise in Portfolio/Fund Management and Mutual Funds, ultimately helping all our clients to achieve their financial goals.

Your Present, Your Future

We aim to meet your diverse financial needs by providing unique, wide and varying services to ensure we support your financial goals through wealth securitization and inter-generational wealth transfer.

Our strong team of professionals possess a wealth of experience in their various fields and devote these expertise to developing diversified portfolios that best fit your return, risk expectations and ultimately maximise your earnings.

Impact Investing

We work to understand your specific needs, offering a range of investment products and services across various asset classes and sectors. From mutual funds to liquidity management, we work with individual and institutional investors to provide a strategy best suited to your investment goals and portfolios.