UniPM
UniPM manages individual portfolios professionally, catering to the needs and goals of you.
UniPM also provides an extremely low costs trading platform (using iFAST platform) for those who do not need any management services.
The Team
With more than 20 years of individual experience, a group of finance professionals, comprising of a fund manager, investment consultants, analysts and bankers, came together in 2019 to start UniPM.
Our goal is to shape the wealth management industry to be increasingly ethical and treated as a profession.
Thus far, we have succeeded to align clients' interests with our consultants.
Our Vision
Creating an environment where financial portfolios are unique, and managed professionally and ethically.
Our Mission
Have only qualified and experienced consultants to provide advisory and manage your portfolio.
Align interests between you and I to ensure proper and ethical planning.
Making avail most financial solution options.
Tighten on margins to ensure cost efficiency.
Our Values
Visionary
Astute
Ethical
Nurturing
Professional
How do we do it differently
Traditional firms employ relationship mangers to manage relationships with clients and drive revenue. In order to hit the ever increasing revenue targets and to earn commission, they are forced to focus on product sales with high transaction costs rather than provide proper portfolio advisory. These transaction costs also vary largely from client to client and you could be paying much more than the person in the other room.
Instead, UniPM only employs professionals, who are qualified and experienced in the line of finance, to grow your portfolio. Our costs are transparent, minimal and consistent across all clients. Instead of fees per transaction, we adopt a fixed annual management service fee based on your marked to market value of your portfolio. This will motivate our consultants to give you the best recommendation to make sure your portfolio is well taken care of, rather than focusing on sales.
This is how we align our consultants with our clients to ensure that we deliver the best service possible.
Cost
Motivation
Products
Efficiency
Manager
Low, consistent and transparent
Motivated by portfolio growth
Extensive product range
Consolidated portfolio for efficient management
Consultants are savvy with in-depth financial literacy
Traditional firms
Expensive and inconsistent
Motivated by revenue and product sales
Limited product range
Portfolio is scattered across various platforms
Advisors have limited finance backgroun
