UNIFUNDUNIFUNDUNIFUND
+44 207 193 0473
info@unifundplc.com
UNIFUNDUNIFUNDUNIFUND

US Clients

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 remain committed to this market.  

We offer both model portfolios accessed via a Financial Adviser and a fully discretionary Waverton portfolio service.