Securing your future
Private wealth, best execution, whole of portfolio tailored investment strategies
Your trusted advisors
We seek to drive targeted outcomes to a range of HNW clients:
- Capital growth in equities
- Managed funds
- Debt and income generating securities
- Private markets and equity
We seek to deliver a trusted relationship and see partnerships and referrals as the key to our business.
- Regular portfolio reviews.
- Targeted client insights.
- Research led outcomes from a macro level, identifying trends.
Please see your trusted Unified Capital Partners advisor for the products and objectives advice that will drive a personalised client outcome.
What We Offer
Bespoke private client
financial services
High conviction tailored advice
Unified Capital Partners has a full suite of private wealth products and services. We have a focus on family offices and HNW clients providing a bridge between public markets and setting up your financial future.
Many of our clients represent the intersection of relationships with our research driven insights and are leaders in their respective fields. This allows our clients to have a hands on relationship with our firm.
We offer a range of customised portfolio solutions, international equities, emerging insights, managed fund relationships and income generating activities. All staff are highly educated and compliance is a core firm philosophy.
Investing. Institutional Sales. Research. Corporate Finance
Specialising in bespoke private client financial services and advice to achieve market leading returns
30
+
unique managed funds
Access to a range of high performing domestic and international managers across equity and debt instruments.
10
+
authorised representatives
A full set of investment experiences through numerous market cycles and a focus on capital preservation.
400
+
Investible security & income products universe
We offer a full range of direct equities, wrap, SMA and PARS services.
Targeted investment outcomes with Unified Capital Partners
Contact us
Our Locations
Level 15, 74 Castlereagh Street
Sydney NSW 2000
Level 17, 90 Collins Street
Melbourne VIC 3000
General Inquiries
Copyright © 2023 Unified Capital Partners Pty Ltd. All Rights Reserved.
Unified Capital Partners Pty Ltd (ABN: 80 666 560 050) is the holder of the Australian financial services licence number 554658.
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Unified Capital Partners Pty Ltd has prepared this site without consideration of any specific client’s investment objectives, financial situation or needs. Those acting upon such information without first consulting their investment advisor do so entirely at their own risk.
Disclosure of Interests
Unified Capital Partners Pty Ltd advises that it, and persons associated with it, may have interest in the securities referenced and that they may earn brokerage, commissions, fees and other benefits and advantages whether pecuniary or not and whether direct or indirect, in connection with the making of a recommendation or a dealing by a client in securities, and which may reasonably be expected to be capable of having an influence in the making of any recommendation, and that some or all of our authorised representatives may be remunerated wholly or partly by way of commission.