Uma Wealth
UMA Wealth is a unique, boutique, professional services group. Our logo is indicative of our approach – like a fingerprint, our consultancy is tailored to your requirements and every solution is unique. Our primary focus is on assisting clients in protecting and structuring their global assets and the organized transfer to future generations, in addition to the development and maintenance of the family’s overall governance structure. We assure constant synergy with our clients’ specialised advisors and the maintenance of already established and trusted professional relationships. We aim for efficient coordination as the key element amongst lawyers, financial advisors and other wealth servicing specialists when addressing compliance and clients’ financial planning goals. Our services- Consulting services on cross-border wealth planning - Trust and estate planning - Global Family Office services - Governance Services For more detail information visit our homepage:
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Verified contacts
15
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- ZR
Ziya Rahaman
Group Head of Operations and Technology · Operations
EmailPhone - FM
Fabiola Moya
Business Consultant · General Business & Management
EmailPhone - EF
Elen Ferreira
Consultor De Negócios Sênior · General Business & Management
EmailPhone - ZM
Zuzanna Madejek
Project Lead - Quantios Core · General Business & Management
EmailPhone - AM
Alejandra Mendez
Administrative Assistant · General Business & Management
EmailPhone - AA
Agne Anuse
Legal Counsel International Business Consultant · Other
EmailPhone
Showing 6 of 15 verified contacts
Top roles at Uma Wealth
12 distinct titles indexed · top 10 shown.
- 2administrative assistant
- 2business consultant
- 2legal counsel international business consultant
- 1consultor de negócios sênior
- 1director legal & compliance
- 1finance manager
- 1financial controller
- 1group head of operations and technology
- 1marketing
- 1marketing event executive
- +2more titles
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