Who We Are
Spanning asset management, banking, and advisory — united by shared values of trust, innovation, and excellence.
We bring decades of experience, social fabric, governance, wealth structuring, investment management, and advisorship — the areas that matter most to our clients.
Spanning 30 professionals across three offices, our team brings 500+ years of combined experience in wealth management, family governance, and investment advisory.
We serve founders, entrepreneurs, and multi-generational families across 20+ countries, providing bespoke solutions that evolve with each family's needs.
Culture
Our team affirms core values of professional excellence and commitment to every client relationship. Lasting wealth management is built on integrity, expertise, and genuine partnership.
Global Presence
We operate from Mauritius — one of the most dynamic and well-regulated jurisdictions for global wealth.
Block 8, 1827 Building
Vivea Business Park, Moka, Mauritius
Leadership
"At UPV, we believe the client comes first. The team is empowered to make decisions in the best interest of every family we serve."
Timeline
In just three years, UPV Investments has attracted top-tier industry talent and achieved one of the fastest AUM growth rates in the region.
Founded with a vision to redefine multi-family office services in Asia — focused on true alignment with client interests.
Rapid growth across Mauritius and international markets. Expanded investment and governance teams significantly.
Crossed USD 3B in AUM. Launched philanthropy practice.
Recognised at ABP 15th Awards. Expanded leadership across Middle East and Asia.