UCI Finance

Asset Management

Uni-Century International Asset Management

Uni-Century International Asset Management Limited (“UCIAM”) is licensed by the Securities and Futures Commission of Hong Kong (“SFC”) to carry on businesses in Type 4 (advising on securities) and Type 9(asset management) regulated activities under CE number BMX859.

UCIAM is dedicated to provide securities advisory and asset management services to clients and can provide discretionarily managed account services to individuals, corporate, fund of funds and family trusts. The portfolio can include different types of investment products such as equities, bonds, warrants and options, funds and alternative investments.

In addition, UCIAM has established different type of funds for investors, including fixed income funds, real estate investment trusts, private equities funds and equities funds.

UCIAM’s asset management team is proficient in analysing macro-economic factors and conducting bottom-up research to identify the most suitable investment projects with potential alpha generation whilst controlling beta risks. At the same time, we have a comprehensive risk management process which is based on rigorous monitoring policies, skill in quantitative applications and fundamental understanding of the aggregate levels of risk in the portfolio such that idiosyncratic risks are controlled to an appropriate level that corresponds to the relevant investment returns so as to maximize the Sharpe ratios.

Wealth Management

UCI Finance fully understands the significance of wealth management to our clients because meticulous wealth management can help clients fulfil their ambitions and to safeguard and ensure the smooth implementation of important matters in each and every stage of one’s life. Our business principle highlighting client-oriented approach leads us to provide comprehensive and professional solutions for wealth management and asset allocation. We aim at, together with our clients, constructing the most innovative strategies to help our clients to achieve increment in their net wealth, thereby becoming the most trustworthy partner of our clients.

The wealth management department is staffed with product research experts who continuously develop and identify innovative products, and operates on a comprehensive and stringent investment products launch procedure. Aside from introducing investment products that are developed in-house, our professional team would also evaluate and where appropriate introduce high quality investment products managed by third parties, which include funds, bonds, equities, private equity investment, and currency and equity derivatives products. We will provide detailed blueprint (covering investment, real estate, trust, social impact and responsibility, donation and philanthropy) based on the different wealth management needs of each and every client and fulfil the goals of our clients as a team.