Who we are
Client-centric wealth management
At Assets Glocalization Unicorn, we act independently and put clients first—delivering innovative, data-driven
solutions across wealth management,
retirement planning, and
portfolio management. We align service, sales, and portfolio roles
so specialists can focus on you, at every stage.
Private Investors
Institutional Investors- Small- to Mid-Sized Business Retirement Plans
5.0
A.G.U
Unparalleled service that elevates your experience
Our Services
Where our expertise meets your needs
Distinctive Wealth Management
Comprehensive planning, personalized investment strategies, and attentive client service.
Business 401(k) Services
Tailored administration, fund oversight, and coordination with recordkeepers and CPAs.
Institutional Investing
Experience serving corporations, pensions, endowments, and sovereign wealth funds.
+
clients worldwide—individuals, families, and companies
$ billion
in investments overseen
+ years
of proven client outcomes
+
team members committed to your success
How We Stand Apart
Investment Proficiency
A core investment committee—supported by dedicated researchers—drives the key decisions shaping client portfolios. Decades of combined experience and current market insights underpin a consistent, disciplined approach.
Macro-level to micro-level strategy
We start with global trends—economics, policy, sentiment—then narrow to categories and select securities with strong prospects. This top-down to bottom-up discipline builds robust, diversified portfolios.
Independence that serves clients
Our independent structure reduces external pressures and aligns us to act in your best interests—enabling different thinking, a longer horizon, and client-first decisions.
Culture
Client-centric by design
We engineered our model to minimize conflicts and maximize service—so you get specialists focused on outcomes, not upsells.
Fiduciary mindset
Risk discipline
Research-driven
Dedicated service teams
Learn More
Financial solutions customized for you
Discover why 155,000 clients* trust Assets Glocalization Unicorn to manage their investments and how we can help you achieve your goals.
Our comprehensive approach ensures you receive the guidance and support necessary to make informed decisions.
*As of 7/1/2024
Our Team
Meet our specialists
Martin Emilia
Vice Chairman, Co-Chief Investment Officer
Alice Genesis
Executive Vice President, Portfolio Management
Sophie Alice
Senior Vice President of Research
Testimonial
What our clients say
Client Confidence
Golan Adam Investment consultant
“Working with Assets Glocalization Unicorn has given me complete confidence in my financial future. Their personalized approach and commitment to my success have been invaluable.”
Exceptional Guidance
Golan Adam Investment consultant
“Since partnering with Assets Glocalization Unicorn, I’ve experienced guidance tailored to my aspirations. The strategy has made a significant difference in my investment journey.”
Represent Assets Glocalization Unicorn in your region
Investors with active investment with solid liquidity in sums or who has the capacity to build a team of investors stand a chance of being offered a company representative position. If interested, send us a mail or write to any of our support services channels.
Review our disclosures: Form CRS & Form ADV · Terms & Conditions · Privacy Policy · Investor Loan Terms