About Us

Universum Wealth is an owner-managed firm, established to place clients at the heart of an investment-focused business.

We are accessible and approachable. Our independence allows us to align with the long-term interests of our clients.

This alignment allows us to build long-term relationships that will consistently meet client needs as they evolve and grow. Our ability to meet a broad array of client needs on a global basis is the driving force behind our service offering.

Objectivity

We have unrestricted freedom to select investment products and partners. This allows us to serve our clients’ interests free from bias.

Broad Reach

We have a global, multi-asset mindset. Our core portfolios are built with liquid public market instruments, supplemented with satellite investments across alternative asset classes and private market opportunities.

Diverse Team

We are a multi-disciplinary team with complementary skillsets who have worked together for many years across several jurisdictions.

Expert partners

We work with a select group of trusted partners to deliver specialist Family Office services. These services are curated, coordinated and managed by Universum Wealth to ensure a comprehensive, seamless offering.

Our Services

Created to meet the complex needs of Investors, Intermediaries, Advisors and Families.

A bold, fresh approach to Wealth Management and Investments

Wealth Preservation

A comprehensive range of proven core & specialist portfolios, with successful multi-year performance

Advisory

Extensive experience in providing support for Core business Assets, Property, Credit, Philanthropy & Succession

Wealth Creation

A compelling track record in sourcing innovative and highly rewarding Venture Capital and Private Market investment opportunities

Managing Partners

Jonathan Sieff

Jonathan has accumulated 30 years of experience in financial services, predominantly within the Wealth & Asset Management and Private Equity & Venture Capital sectors.

Jonathan has built a range of financial services businesses globally, across multiple jurisdictions. He has chaired Investment Committees that managed multiple asset class investments across the globe. He previously led (as CEO) Close Brothers Asset Management, Principle Capital (AIM-listed), Prescient Wealth Management, and Nedbank Private Bank (Joint CEO). Jonathan is a Rhodes University Economics graduate.

Chris Welsh

Chris was CEO of the Mako Group, leading a global multi-asset derivatives trading business for over 10 years. During this period, he launched an award-winning investment management business. He has retained an active, committed interest in both investment management and venture capital thereafter. He has extensive entrepreneurial and scale up exposure in addition to broad based corporate governance abilities.

Chris has accumulated over 27 years of financial services industry experience. Prior to joining Mako, he started his career as an analyst at Morgan Stanley before joining Credit Suisse. Chris is a Chartered Accountant (ACMA), holds a degree in Economics BA(Hons) from Heriot-Watt University

Connect with us

A universe to explore together

Email Us

contact@universumwealth.com

13 Austin Friars
London
EC2N 2HE

Terms of use

The contents of this website are communicated by, and the property of, Universum Wealth Ltd. Universum Wealth Ltd is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority (“FCA”). 

Disclaimer
It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other content. This does not exclude or restrict any duty or liability that Universum Wealth Ltd has to its clients under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system under the laws of applicable jurisdictions.
Universum Wealth Ltd, its subsidiaries, associated entities, directors, employees, representatives or suppliers will not be liable, on any grounds whatsoever, contractually or not, for any direct or indirect damage that may arise as the result of it being possible or impossible to gain access to this site, the accessing, visiting or use of this site and/or the information provided, the sending, or receiving of information via this site and/or the operation or non-operation of this site, except in the event of intentional or serious blame on its part. The information contained on this site, including any third party data is published in good faith and Universum Wealth Ltd believes that the information is accurate at the time of publication but no representation or warranty, express or implied, is made by Universum Wealth Ltd as to its accuracy or completeness and it should not be relied on as such.
Universum Wealth Ltd shall therefore have no liability, save for any liability that Universum Wealth Ltd may have under the UK Financial Services and Markets Act 2000, for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. Nor will Universum Wealth Ltd, its subsidiaries, associated entities, directors, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may occur as the result of technical problems (e.g. transmission errors, technical failures, breakdowns, intervention of third parties, etc.) and/or for any damage or loss relating to software or hardware that is the result of any virus, defect or malfunction in relation to access or use of the site.

I certify that I am not a US person. Universum Wealth Ltd is not registered as an investment advisor with the SEC and therefore this website is neither directed at nor intended for US investors.

Disclaimers 

Terms of use

The contents of this website are communicated by, and the property of, Universum Wealth Ltd. Universum Wealth Ltd is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority (“FCA”). 

Disclaimer
It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other content. This does not exclude or restrict any duty or liability that Universum Wealth Ltd has to its clients under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system under the laws of applicable jurisdictions.
Universum Wealth Ltd, its subsidiaries, associated entities, directors, employees, representatives or suppliers will not be liable, on any grounds whatsoever, contractually or not, for any direct or indirect damage that may arise as the result of it being possible or impossible to gain access to this site, the accessing, visiting or use of this site and/or the information provided, the sending, or receiving of information via this site and/or the operation or non-operation of this site, except in the event of intentional or serious blame on its part. The information contained on this site, including any third party data is published in good faith and Universum Wealth Ltd believes that the information is accurate at the time of publication but no representation or warranty, express or implied, is made by Universum Wealth Ltd as to its accuracy or completeness and it should not be relied on as such.
Universum Wealth Ltd shall therefore have no liability, save for any liability that Universum Wealth Ltd may have under the UK Financial Services and Markets Act 2000, for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. Nor will Universum Wealth Ltd, its subsidiaries, associated entities, directors, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may occur as the result of technical problems (e.g. transmission errors, technical failures, breakdowns, intervention of third parties, etc.) and/or for any damage or loss relating to software or hardware that is the result of any virus, defect or malfunction in relation to access or use of the site.

I certify that I am not a US person. Universum Wealth Ltd is not registered as an investment advisor with the SEC and therefore this website is neither directed at nor intended for US investors.

Disclaimers
Disclaimers