Category: Wealth Management
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UCAP Americas Website Launch
We are pleased to announce that the new website for UCAP Americas is now LIVE! In an effort to consolidate our brand, the new website provides visitors with a simple way to discover information about our story, services and teams. Through regular content updates, we strive to facilitate communication and promote team spirit throughout our global…
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UCAP London: New Wealth Management Entity
We are pleased to announce the opening of our new wealth management office in London, a meaningful milestone in our international growth. This expansion enhances our presence in one of the world’s leading financial centres and allows us to serve UK-based and international clients with greater proximity and precision. From London, we will deliver our…
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Union Capital Group welcomes Miguel “Mike” Ortiz and his team
Mike joins UCAP Americas as Managing Director providing investment advice to international and U.S. high-net-worth clients and institutions. Through the years, Mike has developed an extensive fixed income trading business with a deep understanding of the US and international bond markets, and he will now be able to leverage UCAP’s market leading global trading capabilities. …
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Union Capital Group welcomes Francisco de la Camara and his team from Wells Fargo
Francisco joins UCAP Americas as a Senior Managing Director providing investment advice to international, U.S. and cross-border high net worth clients (UHNW). In addition, he takes on an executive role to further develop our investment products platform and work with our global network of affiliates and partners to create solutions that enhance the Client and Advisor experience.…
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UCAP adds three senior executives in Hong Kong
Ananda Bhaumik and Josephine Tsang have joined Union Capital Group as senior partners, while Johnny Ngan has come on board as vice president for investments. Ananda and Josephine are veteran bankers with more than three decades of commercial and private banking experience. Prior to joining the group, Ananda was Managing Director of Pictet while Josephine…
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UCAP Hong Kong welcomes Mr. Y.N. Nagendra as Asia Mideast chairman
We are happy to announce the new appointment of a private banking veteran in UCAP Hong Kong. Mr. Y. N. Nagendra joined UCAP Hong Kong after six years at Bank J. Safra Sarasin as Vice Chairman and Deputy CEO Asia. Before stepping down recently, he also held the post of Global Head of Strategic Resourcing…