In an industry that struggles to define itself, the institutions and individuals that Uponwealth serves stand for building a better world for investors.
As a consulting firm, we can build on, research, consult and negotiate on investment opportunities within the global market for every investment instrument the investor is interested in. We help corporations, family-owned companies, wealth management offices and institutional investors to build and enhance wealth as well as persuading other financial goals. We have great expertise and in-depth knowledge in services along with market analysis and capital-raising.
Moreover, our brand-new investment products provide innovative solutions to companies and individuals. We focus on leading edge technologies, including, but not limited to, artificial intelligence, to ensure that we are a step ahead of the market.
Plan, Diversify and Unify the Strategy
At UponWealth, we diversify assets across or within asset classes. While there is no magic formula for successful diversification, we propose our views and strategies depending on the investor’s financial goals, time horizon and risk tolerance.
Thriving on our Partners’ Success
Our primary objective is to continuously support our clients by providing them with high level consulting, professional advice and investment products well-suited to their needs.
Having our clients’ best interest in mind, our team works strictly under corporate governance structure aiming to preserve and expand our investors’ capital and provide certainty and stability all at once.
Thriving on our Partners’ Success
Our primary objective is to continuously support our clients by providing them with high level consulting, professional advice and investment products well-suited to their needs.
Having our clients’ best interest in mind, our team works strictly under corporate governance structure aiming to preserve and expand our investors’ capital and provide certainty and stability all at once.
News & Insights
A Guggenheim Executive’s Big Plan to Build Millions of New Homes
A potentially powerful new role for Fannie and Freddie.
Fed’s Critics on Inflation Should Now Champion July Cut
Policymakers were roasted for delaying interest rate increases in 2021 and 2022 as prices surged. Now, they risk falling behind the curve with cuts, too.
Trump Is Wrong About Taiwan’s Chip Industry
Viewing the US-Taiwan relationship as contentious, instead of cooperative, risks opening up a fissure for China to exploit.
Trump May Find a Weak Dollar Isn’t Easy to Come By
There are clashes with his other economic priorities — but he’s putting the currency front and center.
Hong Kongers Fleeing to UK Leave $3.8 Billion Trapped Behind
The city’s most recent security law is prompting thousands to leave, but their retirement savings are caught in a geopolitical battle.
Would You Rather Run Some of KKR or All of Abrdn?
Running an active asset manager looks like a thankless task. But never underestimate the attraction of being the boss.