Cultivating Diversity

At NUP, we bring together people from many backgrounds. This diversity of thinking and ideas helps us to see things differently.

Explore Our Culture

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countries and jurisdictions

At a Glance

We work every day to gain the trust of our customers, whether they are individual investors or major international institutions. By tapping a global network of diverse ideas, we are developing new solutions designed to meet the different needs of investors and designed to deliver the performance they expect.

Asset Management

We are committed to the search for alpha. A unique combination of expertise across all divisions, consistent revenue, alternatives to multiple assets and a network of global networks helps us to deliver different information and different solutions to enhance investor success.

Research and Trading

Wall Street premier independent marketing research and consumer firm delivers research on reliable investment and trading performance for better results.

Private Wealth Management

We provide sophisticated asset management tools and expert advice to the most expensive people, families and small institutions, helping investors to make their money meaningful.

Differentiated Insights

Different ideas promote different details, which we translate into a wide range of new solutions across all allocations, fixed income, alternatives and multiple asset plans.

Responsibility

At NUP, we make and invest in commitment, striving to create better results for the clients we serve, the communities we serve and the world in which we live.

Culture

The tradition is always present in the NUP. We work every day to create a diverse, inclusive and connected culture that empowers everyone to become a better person.

Great financial success often results in complexity. It is our job to help clients measure that difficulty, and then develop solutions that meet their needs.

List of options

Many turn to us for solutions that are consistent with their broader financial goals and that include their full range of assets, business interests, and debt. Others prefer our new methods and focused assignments, allowing individual clients to invest next to institutions from around the world.

As your needs improve, so does our value. We aim to be a part of your inner circle, helping you to solve the challenges that stress you the most — whatever they are.

Our commitment
to you

We will put together a dedicated, co-working team with your financial advisor to integrate resources from our Wealth Strategy, Philanthropy, and Investment teams accordingly.

Communication that
works for you

Whether you prefer face-to-face meetings, phone calls, or e-mails — or face-to-face with some of your professional advisers, such as a librarian or a lawyer — we are delighted to welcome you.

In many companies, people who manage your finances do not know you — or your advisor. But our advisers have direct access to portfolio managers who make day-to-day decisions on behalf of our clients. This allows us to combine efforts, especially if they are very important.

What is direct access,
and how do I benefit?

The dismissal of multiple executives to divorce may seem like a good idea in principle, but it often ends up disappointing in performance. A multi-stakeholder approach often leads to unregulated investments that are as indirect as an index. By having money in the house, our customers avoid security overload while benefiting from responsive risk management, continuous re-evaluation.

Responding to risk

Because we have full knowledge of our client portfolios, we can be very sensitive to risk. Flexibility and emotion are part of investing, but investing emotionally can cost a fortune. We have created a Dynamic Asset Allocation (DAA) to help stabilize your portfolio so you can better manage your long-term strategy.

Whatever your needs,
we are here because of you

With our flexible investment platform, customers — not managers — are the center of attention. Whatever your situation, goals, and needs, we will bring you the right mix of new solutions.

Our modeling makes decisions come alive, allowing clients to visualize opportunities to achieve their goals of spending a lifetime, giving to the needy, or passing wealth on for generations.

We start with a sense of your goals and values -

Each of our clients has different desires for their wealth. So we start by prioritizing what is most important to you.

Then we copy the more than 10,000 possible results

By working on your various scenarios, we mimic thousands of potential scenarios using the Nupello Wealth Forecasting System.

To estimate your future wealth

Finally, we come up with a list of results that allow us to create your main budget. This is a safe bet that can be set aside for savings — compared to the amount of money that can be managed to grow.

and help you make better decisions

While we are not sure if the results will be achieved, we do help our customers to measure their ability to achieve their goals under changing circumstances.

Uncommonly Collaborative

Who we are and what we stand for is the same for all clients, but the way we work with them is by no means the same. Our customers are customers of the whole company. Everyone in our team is involved in organizing our many resources to meet your specific needs.