Private Wealth Management
Private Wealth Management is a comprehensive investment solution that provides personalized Portfolio Management Service for clients who would like to diversify their investment portfolios and maximize their overall returns.
Let us help you take control of your wealth, grow your assets, and achieve your financial goals with confidence. Trust Treasury One Uganda Limited to be your partner in navigating the complexities of private wealth management, providing personalized and secure investment solutions for your future.
We're private wealth managers
Advising high-net-worth individuals and families on how to invest portfolios based on specific risk tolerances and investment horizon
Risk management
Having more wealth also means having more to lose, so Treasury one Uganda Limited isn't just about trying to earn anything . A big part of it often involves implementing risk management strategies, such as investment diversification
Investment management
To build and protect wealth, Treasury One often helps you to manage your investments. This can include creating tailored investment portfolios based on your financial plan and providing ongoing monitoring and rebalancing of your portfolios to help you stay on track.
Holistic financial planning
We offer holistic financial planning, which combines areas like retirement planning, estate planning, tax planning, and more. To figure out these more specific areas, though, you often need to come up with a holistic financial plan that takes into account areas like your financial goals and risk tolerance.
Why investors choose us
If you have a lot of money, you may have more complex financial needs and goals, so using a generic financial plan might not be what's best for you. Using a private wealth manager often comes with more personalized advice and perhaps the ability to meet more frequently if that's something you find useful.
"The frequency of meetings with a private wealth manager is usually guided by the client and their needs. Some clients prefer monthly communications, others quarterly meetings, and others just annual touches,