Wealth Management

Discretionary Mandate

We offer personalized investment services to UHNWI (Ultra High Net Worth Individuals). We assist you in determining your needs and goals and finding the best wealth planning and custody solutions. We provide robust investment portfolios, particularly through our Turtle Strategy, and grant you access to a unique deal flow and private investment opportunities.

UCAP Bahamas is fully regulated to manage client mandates and maintains strong relationships with major private banks across the globe, with Capital Union Bank as our primary partner.

Turtle Strategy

The Turtle Portfolio prioritises essential values for building a successful and sustainable investment strategy. Much like turtles, we embody simplicity, patience, resilience and independence.

Through an active and dynamic strategy, the portfolio is managed with a deliberate and steady focus on long-term investments. Our primary objectives are to limit drawdowns, preserve wealth, and generate solid performance.

As a team, we recognize the necessity of acting in complete freedom to pursue the best investment opportunities, without being constrained by a benchmark or career risk.

Especially because the Turtle Portfolio was initially intended as a partners “family and friends” fund, we are committed to maintaining the highest standards of professionalism, transparency, and integrity in everything we do to ensure our investors’ financial well-being for the long term.