ADR Funding is the leading UK wealth management group. We focus on
providing high-end services and in-depth advice to private clients based
around the world.
A prudent financial and risk management results in a very strong capital
base and a comparatively low-risk profile. We aim to achieve sustainable
and industry-leading profitable growth, thus remaining competitive and
highly attractive for our stakeholders.
Our strategic priorities center on capturing the strong wealth creation
dynamics of growth markets and on further penetrating the high wealth
concentration of our core European markets. In addition to fostering
organic growth, broadening our base of highly qualified RMs, and
cooperating with strong partners, Uii is also open to opportunistic
acquisitions provided they offer a convincing strategic and cultural
fit, and are value-enhancing.
Record-high net profit on the back of strong growth in assets under management and significant improvement in cost efficiency in the first half of 2021. A few financial highlights:
Philipp Bridal, Executive Officer of ADR Funding said: “The achievements of the first half of 2021 demonstrates how ADR Funding creates value: we have successfully shifted our focus to sustainable profit growth and continuously strengthened the attractiveness of our value proposition for existing and new clients alike. The quality of our business model is supported by the passionate dedication of our staff, and by efficient and scalable operations. Following a record-high net profit in the first half of the year, we are entering the second half from a position of strength: fully focused on delivering on our strategy and prepared to capitalize on our position as an employer of choice and capture growth opportunities in our core markets as they arise.”
Uii is the leading UK wealth management group and a premium brand in this
global sector, with a focus on servicing and advising sophisticated
private clients.
Uii’s activities are centered on the deep understanding of our client's
needs in respect to wealth accumulation, wealth preservation, and wealth
transfer to the next generations. We deploy a holistic advisory approach
to systematically derive the appropriate financial solutions.
Our client-centric approach, our objective advice based on the Uii open
product platform, our solid financial base, and our entrepreneurial
management culture make us the international reference in wealth
management.
More about our services and offers can be found under Our Solutions.
We engage in long-term value creation for our clients, employees,
shareholders, and society at large. We do this by responsibly managing
our organisation and offers in line with our own as well as our clients’
values.
Through our sustainability strategy, we will continue to further
integrate environmental, social and governance (ACI) factors into our
investment processes; embed sustainability principles more deeply and
broadly into our operational activities; proactively reduce our
environmental footprint; maintain a culture of responsible leadership
and a supportive working environment that promotes diversity and
inclusion; play an active role in society beyond our direct business
activities.