UFG CAPITAL
FUND MANAGEMENT
CYPRUS
Home :: Our Companies :: UFG WM Investment Management ltd.

UFG WM INVESTMENT MANAGEMENT LTD.

UFG WM Investment Management ltd. is an alternative investment fund manager incorporated under the laws of the Republic of Cyprus and authorized by the Cyprus Securities and Exchange Commission under №11/56/2013.

SERVICES

Asset management company registered in accordance with
the laws of Cyprus
Pursuant to the Alternative Investment Fund Manager Directive (AIFMD 2011/61/ЕС) and Commission Delegated Regulation 231/2013 supplementing Directive 2011/61/ЕС, the Company provides the following alternative investments management services:

  • Portfolio management for alternative investments funds
  • Risk management for alternative investments funds
  • Advisory on deal structuring, funds' holding companies setup, portfolio structure, management strategy, acquisition and development of assets, and exit strategy
  • Asset administration for the alternative investments fund
  • Legal and accounting support for the setup and operations of funds
  • Marketing

MANAGEMENT

 

Oksana Kuchura

Portfolio Manager
Oksana Kuchura founded UFG Wealth Management in 2005, and is responsible for all client operations, with a particular focus on the development and execution of investment strategies and asset management. Ms. Kuchura began her career in finance in 1995 in Almaty (Kazakhstan) with a focus on trade operations with international investment companies at Regent European Securities and Global Kazkommerts Securities. In 2001, Ms. Kuchura moved to Russia and Troika Dialog Management Company, where she was responsible for international development and marketing. In 2002, she assumed the position of Director of Sales with UFG Asset Management, and was directly responsible for raising investment for the company's offshore funds, as well as working with foreign institutional investors. During her tenure with UFG Asset Management, the company's assets under management topped $1 billion. In 2005, Ms. Kuchura identified and responded to the growing need for astute and professional structuring and management of private client assets by founding a new core business, which today is UFG Wealth Management. Ms. Kuchura is a graduate of the Kazakh University of International Relations and World Languages.
 

Robert Mac Donnell

Risk Manager
Robert Mac Donnell, an Irish national, earned a Master's degree at Trinity College Dublin. He is a Fellow of the Association of Chartered Certified Accountants (FCCA). Mr. Mac Donnell started his career with PwC (Dublin), where he trained in the areas of auditing and accountancy primarily with public companies engaged in banking, manufacturing, construction and retailing before moving to London to work with Invesco MIM. In 1988, he moved to FM Trust S.A. (Switzerland), where he provided consultancy on international tax planning and the setup of accounting systems. From there, Robert took a position as Financial Controller in North Wall Street Investments established by Chase Manhattan Bank Limited in Dublin. In 1998 Mr. Mac Donnell became Chief Accountant in Minmet plc, an international gold producer. After that, for 5 years he headed up Brandeaux Administrators in Dublin, an Irish regulated administrator of offshore property Funds. In 2009, Mr. Mac Donnell set up Coral Portfolio and its manager Coral Sarl in Luxembourg and was responsible for all the funds' financial control activities and risk management up to late 2014. In UFG WM Investment Management Ltd Robert is in charge of operational, market and credit risk control.
 

OUR FUNDS

 
The portfolio predominantly focuses on Russian securities, but may also include CIS equities. The fund is a "long-bias" equity strategy investing in highly liquid stocks of "blue chip" Russian companies, liquid stocks of fast-growing mid- and small-cap companies, as well as high dividend plays. The fund will hedge at the time of extreme market volatility. The underlying principle of the fund's strategy is capital preservation. For more information click here.
 
 
The fund is a hybrid equity and fixed income discretionary strategy focused on special situations in Russian stocks and bonds. The fund can also opportunistically invest in private debt and equity instruments. The fund may hedge its positions and use leverage from time to time. For more information click here.
 
 

DISCLAIMER

Site data is for information purposes only and should not be used or relied on as an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorized. An offer or solicitation will be made only through a final Private Offering Memorandum of the Funds and will be subject to the terms and conditions in such offering memorandum. Each prospective investor should carefully consider the risks associated with an investment in the shares before deciding to invest. Past performance is not necessarily a guide to future performance and the value of investment can go down as well as up. Investors may not get back the full amount originally invested. A comprehensive list of risk factors appears in the Fund's Offering Memorandum and an investment should not be contemplated until the risks of investment have been considered fully.
UFG CAPITAL
FUND MANAGEMENT
CYPRUS
+357 22 107 242
82 Akropoleos Avenue, 1st Floor,
2012 Akropolis, Nicosia, Cyprus