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'
10 years +
Proud History & Heritage
270
Advisers
$18bn+ AUM
Assets Under Management