Consultant

UK Clients We manage segregated investment portfolios for clients according to agreed objectives and risk profiles across a variety of asset classes. Clients come to us from across the United Kingdom and we are experienced in working closely with their existing professional advisers. Our expertise includes: Portfolios covering a variety of risk profiles, asset classes and […]

US Clients As an SEC-registered business since 2007, we are able to look after private individuals and their family members, including trusts with US connected beneficiaries. DOWNLOAD ADV FORM CRS We have managed money for US clients for over 15 years and understand the particular reporting and administrative issues affecting this group of clients, and […]

International Clients Unifund  PLC has extensive experience in managing portfolios for international clients and for those who are resident in the UK but who are foreign citizens. Our global investment approach, coupled with the expertise of our International Client Committee, means we are well placed to offer private client services around the world. We have a […]

Entrepreneurs At Unifund  PLC  we are here to support you at every step of your journey. We work with entrepreneurs in scaling their businesses for success and creating a plan to achieve their goals. This journey can be both challenging and rewarding and we understand how easy it is to feel isolated along the way. […]