• +44 (0) 207 183 4974

  • info@uberiorii.com

  • United Kingdom

Uberior Infrastructure Investments is a leading UK wealth management group. We focus on providing high-end financial services and in-depth advice to businesses 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 focus revolves around harnessing the robust wealth creation opportunities in growth markets and deepening our presence in the affluent hubs of our core European markets. In addition to driving organic growth and expanding our team of experienced relationship managers, Uberior Infrastructure Investments remains open to strategic acquisitions that align with our values and objectives, aiming to enhance our portfolio strategically and culturally.

Financial highlights

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 2023. A few financial highlights:

  • Uberior Infrastructure Investments net profit attributable to shareholders of Uii Group Ltd. up 23% to GBP 606 million and IFRS earnings per share (EPS) up 23% to GBP 2.81.
  • Net profit adjusted for M&A-related items up 21% to GBP 636 million and adjusted EPS attributable to shareholders of
  • Uberior Infrastructure Investments up 21% to GBP 2.95.
  • Gross margin 87 basis points (bp) (H1 2020: 92 bp), adjusted cost/income ratio 61.2% (H1 2020: 66.6%), and adjusted pre-tax margin 32 bp (H1 2020: 31 bp).
  • Assets under management (AuM) GBP 486 billion, up 12% from the end of 2020, supported by positive market performance, a weaker pounds, and net new money of GBP 10 billion (4.6% annualized).
  • Uii CET1 capital ratio is 16.7% and BIS total capital ratio 22.8%, well above minimum regulatory requirements and Group’s own floors. Adjusted return on CET1 capital 38% (H1 2020: 36%).

Philipp Ramona, executive director at Uberior Infrastructure Investments said: “The achievements of the first half of 2023 demonstrates how Uberior Infrastructure Investments 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.”

Offering

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.

Sustainability

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 (Uii) 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.