Innovation Core
High-growth technology equities with a measured crypto allocation.
- 60% global innovation equities
- 20% sustainable bonds
- 20% crypto ETF basket
Model portfolios
Discover diversified strategies tailored to innovators, founders, and growth-minded teams. Each model incorporates equities, fixed income, and curated crypto exposure.
Global Stability
Balanced risk profile for organizations managing treasury reserves.
- 35% global equities
- 45% investment-grade bonds
- 20% stablecoin yield strategies
Impact Frontier
ESG and climate innovation focus with tokenized impact certificates.
- 50% ESG equity funds
- 30% green bonds
- 20% regenerative finance tokens
Advisory services
Partner with UIG wealth strategists for bespoke mandates and family office solutions.
Private client desk
- Dedicated wealth strategists
- Tax-aware portfolio construction
- Philanthropic planning
Institutional services
- Treasury mandate design
- Custody & reporting automation
- Governance playbooks
Research & insights
Stay ahead with proprietary intelligence on markets, crypto, and emerging sectors.
Innovation index
Quarterly outlook on frontier technologies and investment opportunities.
- AI & robotics analysis
- Quantum computing watchlist
- Venture capital trends
Crypto intelligence
Monthly breakdown of market structure, regulation, and token performance.
- On-chain metrics
- Policy and compliance updates
- Security best practices
Global macro brief
Weekly commentary on macroeconomic forces shaping portfolio positioning.
- FX and rate outlooks
- Inflation watch
- Risk scenario modeling