Company Background

UC Wealth Management Limited (UC Wealth) is a member of the UC Group, Hong Kong. Founded in 1996, UC Group have businesses in courier services, logistics, warehouse, furniture, home appliances, wine, pet food, and accounting services, covering Hong Kong, Macau, Taiwan and China. The Group website is www.ucgroup.com.hk.

UC Wealth is setup to serve the needs and growing demand in the region for quality advice on wealth management, insurance brokerage and the associated risks management. Wealth management covers four stages:
(i) creation,
(ii) growth,
(iii) preservation, and
(iii) transfer.

Mission and Vision Vision To be the leading consulting firm in Asia on wealth management, insurance brokerage advisory services. Mission With Passion, we care the present and future wealth of our valuable clients. With love, we are concerned about the living as well as death benefits of our valuable clients. With professionalism, we recommend the most appropriate and suitable product catering the needs and capacity of our valuable clients. With rationality, we would be able to assist our valuable clients to preserve their wealth against expected risks. With wisdom, we can give the suitable advice to help our valuable clients to manage their wealth for themselves and for their families.

Services Provided

Our advisory services cover these 4 lines of businesses: general insurance, medical, life, and investment-linked assurance schemes. UC Wealth Management Limited normally is not charging any additional costs to the premiums that clients are about to pay to the product providers. Complicated cases sometimes demand extra effort, however. With the consent of our valuable clients, consulting fees would be added to the premiums. In compliance with regulated principle of Knowing Your Clients, and their company policies of seeking quality clients, some insurance companies in Hong Kong do not directly take in clients from the general public. They choose professional intermediaries like UC Wealth Management Limited. In other words, clients are paying the same premiums on the same products, regardless going direct to the insurers (if permit), going through an agent, or going to UC Wealth Management Limited. However, UC Wealth consultants, as independent financial advisors, can provide unbiased advice to the clients in selecting the most appropriate products. UC Wealth consultants will help clients to identify their true insurance needs, financial capacity and suitablility, before making any recommendation. After all, UC Wealth Management has linked up with over 20 local and international financial/insurance companies. The wide range of products could possibly meet clients’ demand for the most appropriate, affordable and suitable product.

With the consent of our valuable clients, consulting fees would be added to the premiums. In compliance with regulated principle of Knowing Your Clients, and their company policies of seeking quality clients, some insurance companies in Hong Kong do not directly take in clients from the general public. They choose professional intermediaries like UC Wealth Management Limited. In other words, clients are paying the same premiums on the same products, regardless going direct to the insurers (if permit), going through an agent, or going to UC Wealth Management Limited. However, UC Wealth consultants, as independent financial advisors, can provide unbiased advice to the clients in selecting the most appropriate products. UC Wealth consultants will help clients to identify their true insurance needs, financial capacity and suitablility, before making any recommendation. After all, UC Wealth Management has linked up with over 20 local and international financial/insurance companies. The wide range of products could possibly meet clients’ demand for the most appropriate, affordable and suitable product.