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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.

Institutional Broking

Up Funds Management Institutional Broking Team is committed to delivering exceptional service to both corporate and institutional funds management clients.

Institutional Broking

A Legacy of Excellence

Up Funds Management’s Institutional Broking division is dedicated to small and mid-cap research sales, ensuring the best trade execution across all ASX stocks, and generating innovative ideas. Our team, based in Sydney, Melbourne, and Hong Kong, boasts over a century of combined experience in research sales and trading. Collaborating closely with our proprietary research and dedicated corporate finance teams, our Institutional Broking Team provides top-tier service to corporate and institutional funds management clients.

Expertise

With teams in Sydney, Melbourne, and Hong Kong accumulating over a century of experience, clients can depend on Up Funds Management for prompt research communication, optimal order execution across all market capitalizations, personalized client service, and unique perspectives. Our focus on small and mid-cap stocks in both research and corporate finance is reflected in our Institutional Broking Team, positioning us as a leading choice for corporate and funds management clients. We hold a significant market share in most stocks we cover, and many we don't, making Up Funds’ Institutional Broking a premier choice for the small and mid-cap sector.


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'Shaping Generational Financial Fortunes'

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270

Advisers

$18bn+ AUM

Assets Under Management