Strategy and Business Overview
UGB’s strategic objective is to be the MENA region’s premier asset management, merchant banking and investment bank. It seeks to be the preferred gateway to the region for its clients and global partners through the delivery of both conventional and Islamic services, backed by world-class standards of support, infrastructure and processes. The Bank works with strategic partners to create opportunities that position UGB as a leading financial institution for the region.
Either directly or through its subsidiaries and associate companies, UGB engages primarily in asset and fund management, investment banking, private equity and corporate banking. Other business activities include commercial banking, proprietary investments, savings and pensions, brokerage and treasury.
Asset Management and Investment Banking
Asset and fund management activities covering local, regional and international markets comprise of discretionary and non-discretionary portfolio management; securities trading; portfolio structuring and asset allocation advice; mutual funds; investments and structuring; and alternative / structured investments
Conventional and Islamic investment banking activities cover equity and debt underwriting, private placements, capital restructuring, and merger and acquisitions
Private equity activity focuses on key growth or demand sectors such as telecommunications, media, technology, and energy
Corporate banking advisory services include IPO and private placement advisory and execution; business valuation and financial feasibility studies; project finance; and due diligence
Other Business Activities
UGB works closely with its subsidiary FimBank p.l.c. and its associate, Burgan Bank, to manage commercial banking assets in various countries
Savings and Pensions
UGB is the first financial institution in the MENA region to provide a range of personal pensions and savings products through its subsidiary, Takaud Savings and Pensions Company
UGB provides financial brokerage services for overseas clients who wish to trade on shares listed on the Bahrain Bourse. The Bank also provides clients with access to the Kuwait Stock Exchange through its associate, Al Sharq Financial Brokerage Company