Solutions built on conviction.

Multi-format. One discipline: research-led ideas, structured with clarity.

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solutions.uti.io

Our AMC strategies translate research into transparent, rules-driven equity portfolios—combining conviction-led selection and allocation with disciplined construction and ongoing monitoring.

Vision-Led Thematic Research

NEÜ

A thematic equity approach focused on structural change—identifying tomorrow's winners through disciplined research.

Quantitatively Managed Portfolio Allocation

ÄPI

Allocation built through disciplined portfolio optimisation and proprietary risk framing.

Dedicated Advisory Mandates

EYA

An advisory dedicated framework to translate conviction into tailored allocations and solutions.

We engineer bespoke payoffs to express conviction with tailored risk-return profiles, event-driven optionality, and capital-efficient structures—implemented with disciplined execution and lifecycle monitoring.

Implementation Lifecycle

From design to ongoing monitoring — we partner with you at every step, from idea to execution and lifecycle follow-up.

1

Design

We select the payoff structure that best reflects our investment rationale and technical conditions.

2

Structuring

We optimize and tailorize the investment structure to fit with your investment objectives and risk profile. Each solution benefits from an issuer RFQs to deliver best-effort execution.

3

Monitoring

We monitor secondary valuations, identify arbitrage or restructuring opportunities, and manage lifecycle events, ensuring the solution remains aligned with your objectives over time.

Formats

Capital-efficient yield & protection profiles

Explore format

Conviction-expressing payoffs

Explore format

Event-driven structures

Explore format

Sophia AI is UTI's internal platform—integrated with our investment universe—built to ensure rigorous secondary-market position tracking, client-level reporting, and operational follow-up across products and accounts.

Secondary monitoring

Position-level secondary tracking, valuations, lifecycle events, and follow-up aligned with documented conviction.

Reporting

Client and product reporting with consistent views across holdings, performance drivers, and risk follow-up.

Booking & operations

Structured booking, execution follow-up, and event history to support traceability and governance.

Designed to support disciplined follow-up and documentation for institutional workflows.