About Up Funds Management
A Legacy of Distinction
Shaping Generational Financial Fortunes
Up Funds Management
A LEGACY OF DISTINCTION
Up Funds Management stands as a premier wealth management group in Australia, specializing in comprehensive stockbroking, financial planning, funds management, and portfolio services. Established in 2013, the firm has expanded through strategic mergers and acquisitions, integrating various Australian financial entities with roots tracing back to 2013. Renowned for its commitment to service excellence, Up Funds Management is a respected entity in the Australian investment and advisory sector.
The firm's advisers and clients gain from the expertise of specialized teams in corporate finance, fixed interest, and asset management, dedicated to presenting unique investment opportunities.
"Up Funds Management consistently delivers astute investment guidance and market insights, playing a key role in wealth creation for numerous investors across generations."
Up Funds Management People
Expertise and Excellence in Client Service
270
Private Client Advisers
$18bn+ AUM
Assets Under Management
7
Retail Research
21
Corporate Finance
16
Institutional Research
8
Institutional Equities Sales
Boasting a team of over 270 Private Client Advisers and more than 267 support staff in research, operations, portfolio administration, reporting, IT, compliance, finance, and risk assessment, Up Funds Management is committed to fulfilling the investment goals of Australian investors and clients.
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'Shaping Generational Financial Fortunes'
10 years +
Proud History & Heritage
270
Advisers
$18bn+ AUM
Assets Under Management