Ultra High Wealth Management

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THE PROCESS

Step by Step Guide

We are flexible in the way we work with our clients, allowing you to choose the level of service you want from the step by step walk through service guide below.

Initial consultation

We take the time to listen attentively to your investment requirements, we discuss in detail the market sector options available to you based on assessing your risk appetite, and we consider the sectors risk exposure and your ultimate level of investment with exit strategy planning.

Follow up

The next stage is to follow up the initial consultation with implementation of the brief, with a write up of and action plan which devises an appropriate investment strategy, that will minimise or mitigate risks, whilst always planning your exit strategy

Tax Planning

Most of our clients opt in for our tax planning report as an add on to the above, this service ensures that you benefit from our tax specialists industry specific tax knowledge, which ensures that you are well set from the start to minimise your tax liability upon disposal or crystallisation of your investment..

Execution

Now it is the time to execute and bring to fruition the investment strategy

Source the deal

We will now source the specific investment deal, by working closely with our trusted and committed partner networks, to find a proposition that best fits your requirements. The propositions we source will be presented to you for you to choose from.

Due diligence

We then conduct a detailed due diligence, to include market research, local demographics, price points and  footfall, planning regulations, rigorous financial testing, costings, cash flow projections, contingencies and return on investment.

Negotiate the deal

Here we come into our own, negotiating the deal. Whilst keeping at the forefront throughout the entire negotiation process, that we will only settle for the best deal for our client.

Calling on our experience in deal closures over the past 20 years, ensuring we minimise any risk by including deal structure techniques such as negotiation option clauses and subject to clauses into negotiations prior to closure, we will ensure to have the upper hand in the deal due to our fact find during our detailed due diligence exercise,

Please feel free to contact us as we look forward to answering any additional questions you may have.

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Property Development Consultant

Role Code: PR001

Role Spec:

Ultra High Wealth Management is seeing an increase in demand from its existing client base and a booming new client intake. With our head office in London and regional office in Manchester, we are meeting this surge in demand by expanding our geographical footprint and also expanding our consultancy head count.
We are looking for a candidate that has experience in real estate based coaching programmes, with the aim to position the trainees in developing the real-estate arm of UHWM, sourcing and negotiating new deal opportunities across our portfolio range.
The ideal candidate will have a real estate background and proven ability in sourcing lucrative turnarounds in addition to having a national market awareness regarding the property sector.

Key requirements

  • The preferred candidate will be confident in leading the UHWM real estate programme, responsibilities will extend to creating bespoke coaching material and launching online and ground based learning environments.
  • Adept and averse to instilling business model, business ethics and value propositions within the trainees.
  • Working arrangements will be a hybrid combination of mainly home working, and occasional site visits.
  • The successful candidate will have a proven background in real estate and must be able to demonstrate their value creative achievements.
  • This position will require you to work closely with the business development consultant and brand promotion consultant and to contribute to plans for promotional campaigns.
  • Ability to deliver presentations to large audiences.
  • Intuitive and creative with an ability to attract the target audience.

Opportunity

  • There is an opportunity for the right individual to head the real estate arm of UHWM.
  • Salary will be negotiable subject to experience level.
  • Manage and develop network and resources using our business model.
  • Introduction of coaching courses / trainee intakes and network expansion, with re occurring commission structure.

Brand Promotional Consultant

Role Code: BR001

Role Spec:

Ultra High Wealth Management is seeing an increase in demand from its existing client base and a booming new client intake. With our head office in London and regional office in Manchester, we are meeting this surge in demand by expanding our geographical footprint and also expanding our consultancy head count.
We are looking for a candidate that has experience in media campaign rollout, identifying and accessing UHWM target audiences across all sectors.
The ideal candidate will be well presented, well-spoken and have a well-rounded skills set to include hosting online platforms such as you tube channel, interviews, generating online presence within the market space and continuously creating new material to promote the ongoing campaigns.

Key requirements

  • The preferred candidate will be confident in leading the UHWM brand awareness campaigns, responsible for accessing alternative media platforms, and will be responsible for generating new content and new campaigns.
  • Adept and averse to interview techniques.
  • Working arrangements will be a hybrid combination of mainly home working, and occasional site visits.
  • The successful candidate will have a proven background in brand promotion and be able to demonstrate their creative achievements.
  • This position will require you to work closely with the business development consultant and contribute to plans for promotional campaigns.
  • As the face of UHWM, the successful candidate will be confident both in front of and behind the lens.
  • Ability to deliver presentations to large audiences.
  • Intuitive and creative with an ability to attract the target audience.

Opportunity

  • There is an opportunity for the right individual to head the brand awareness campaigns.
  • Salary will be negotiable subject to experience level.
  • Manage and develop network and resources using our business model.
  • Introduction of new marketing platforms / media campaigns with re occurring commission structure.

Business Development Consultant

Role Code: BU001

Role Spec:

Ultra High Wealth Management is seeing an increase in demand from its existing client base and a booming new client intake. With our head office in London and regional office in Manchester, we are meeting this surge in demand by expanding our geographical footprint and also expanding our consultancy head count.
We are looking for a candidate that has experience in dealing with Ultra High Net Worth individuals, and is familiar with the protocols of delivering a high standard of service to the elite, the ideal candidate will be well presented, well-spoken and have a well-rounded skills set in servicing their clientele with bespoke and unique investment opportunities.

Key requirements

  • The preferred candidate will be confident in dealing with powerful and influential individuals.
  • Will have experience in deal sourcing at an appropriate level.
  • A proven background in business development within a specific sector or industry.
  • A proven track record of adding value to an organisation
  • Ability to deliver presentations to large audiences
  • Intuitive and creative in attracting new clients and new deal opportunities

Opportunity

  • There is an opportunity for the right individual to head a regional office
  • Salary will be negotiable subject to experience level
  • Develop network and resources using our business model
  • Introduction of new service / product lines with re occurring commission structure.