Our Passion
Creating win/win/win solutions for our clients, our intermediary partners and their clients
Our Niche
Deploying market-leading Investment Products & Services to help Financial Intermediaries help their clients & their businesses
As technology becomes an ever greater part of our lives, the world becomes ever smaller.
Financial services are no different - 20 years have seen the financial services industry become simpler and more accessible to everyone, and investment platforms seem to appear on a weekly basis.
While this is an exciting time for the domestic markets, the international investment opportunities have failed to materialise in the same way, encumbered by currency and regulatory difficulties.
This however is beginning to change and we at Up Capital believe there are tremendous opportunities to harness a global market - and helping wealth advisers leverage them.
We have many years of Wealth Management, Private Banking & Platform experience across the team; from the very early “Fund Supermarkets” through Private Banking Platforms to full open-architecture Wrap.
We therefore believe that we are uniquely placed to assess, select and market the leading Platform technology to the Offshore market, as well as providing investment solutions which are always complimentary to this cutting edge technology.
Our unique consulting service sits alongside this approach.
For further information please contact us at info@upcapital.co.uk or call us on 020 7096 1400