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05 January, 2024
Up Funds Management to Offer Exclusive Term Deposit Rates in Collaboration with Major Banks Across Australia

Up Funds Management, a prominent financial services company headquartered in Melbourne, Australia, is thrilled to announce that it is currently in advanced talks with major banks across the country to provide exclusive Term Deposit rates to retail investors.

04 January, 2024
January 24 – Looking Ahead to 2024

Global economic growth faced challenges in 2023, leading to technical recessions in several economies. Mega-cap technology companies dominated equity market returns, while other asset classes remained relatively stable.

13 December, 2023
November 23 – RBA Ends 2024 on the Narrow Path

The RBA implemented a series of rate hikes throughout 2023, resulting in a total increase of 425 basis points over 19 months. This had a significant impact on the Australian economy.

16 November, 2023
November 23 – RBA’s Hand Forced

The Reserve Bank of Australia raised interest rates by 25 basis points at its November meeting, bringing the cash rate to 4.35%, the highest in a decade.

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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Connect with an adviser from Up Funds Management today and start shaping your financial future.


'Shaping Generational Financial Fortunes'

10 years +

Proud History & Heritage

270

Advisers

$18bn+ AUM

Assets Under Management