About UW

 
About UW - Our Differences
1. Registered with SEC

Union Wealth Co., Ltd. takes immense pride in being registered and regulated by the Securities and Exchange Commission of Thailand (SEC) since September 2016.
Being under the SEC's supervision assures our company's quality and reliability, guaranteeing stability and security in every service aspect. This reflects our professional
commitment and dedication to providing the highest quality services to our clients.

2. Thailand’s Independent and Fee based Financial Planning firm

Being Thailand's independent and fee-based financial planning company, UW, marks a significant stride towards fostering transparency and trust within the
financial planning sector. By adopting a fee-based model, UW demonstrates a commitment to aligning its interests with those of its clients, prioritizing their financial
well-being above all else. This approach instills a sense of accountability and integrity, as it removes potential conflicts of interest that can arise from normally
commission-based structures. Additionally, This allows the company to offer unbiased advice tailored to the unique needs and goals of each client. Without being
tied to specific financial products or institutions, the company can provide comprehensive and objective recommendations that serve the best interests of our clients.
This independence empowers clients to make informed decisions about their finances, knowing that the guidance they receive is free from external influence.

3. Holistic Wealth Management

Holistic Wealth Management at Union Wealth integrates all aspects of financial planning, tailored to each client's unique needs and goals.
Assessment: We thoroughly review clients' financial situations, covering cash flow, assets, liabilities, and investments.
Preservation: We employ risk management, asset allocation, estate planning, and tax optimization for wealth preservation.
Accumulation: Deliberate plans help clients achieve goals like retirement, education funding, and wealth transfer.
Distribution: Efficient wealth distribution strategies ensure assets align with clients' wishes.

At Union Wealth, our commitment is to provide comprehensive and
personalized Holistic Wealth Management, empowering clients towards financial success and security.