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Unified Capital Partners

High conviction institutional and Wealth management advisors

Unified Capital Partners (UCP) is an independent boutique provider of financial services that span institutional sales, research, corporate finance advice and high net worth advice. UCP has deep multiyear corporate relationships across a range of sectors.

Why Unified Capital Partners

We provide our clients trusted advice across institutional, ECM and wealth management

Research

We provide a full end to end broking service for institutional and corporate clients. This includes best practice trading, block trades and research on a range of exciting emerging companies. Our research team provide coverage across a range of listed and unlisted clients and sees specialist corporate access, recommendations and financial forecasting tailored to your needs.

Corporate Finance

Our team utilise deep market experience across a variety of sectors including, Industrials, Telco’s, Healthcare, Alternative Financials, Platforms, Resources, and others. We are selective with the team enjoying strong market relationships and being able to fulfil a range of ECM and advisory needs. Collectively the team has undertaken IPO’s, capital raisings, entitlement issues and convertible notes that total multi billions in issued capital.

Wealth Management

We offer comprehensive wealth management services across a range of listed and unlisted asset classes, including international equities. Further services include a range of international relationships with private banks, credit expertise and tailor-made portfolio construction.

Comprehensive financial services

Unleash the potential of Unified Capital Partners

Institutional

We pride ourselves as being specialists on institutional block trading, emerging company flow and specialised large cap ideas. We cover over 80 institutions and utilise a range of best practice technology to deliver market leading execution. We work closely alongside our research team and have a high conviction approach to ideas.

Research

Our analysts deliver a significant menu of coverage across listed and unlisted equities within the domestic market. We focus on high conviction ideas, with a bias toward structural growth, emerging companies and founder led businesses. Our research is tailored and available via distribution to our clients via emails, phone calls, corporate access, presentations and modelling.

Corporate

Unified Capital Partners offers a range of corporate products and solutions including various ECM, and DCM type structures, alongside buy-backs, advisory and block trade services. With billions in capital raised across the team and an appetite to deliver targeted outcomes be confident we can help with your corporate finance needs.

Private Wealth

We seek to be a provider of bespoke HNW wealth services across a full spectrum of portfolios, international/domestic equities and income generating activities. We have specialised access to significant insights via our institutional and research driven relationships and referrals make up the bulk of our business. Speak to us about advice today.

Meet Our
Leadership Team

At Unified Capital Partners we aim to provide high conviction tailored services. Collectively the team has over 100 years of experience across our senior executives and principals through all market cycles.

Experience. Expertise. Results.

Our experts offer a comprehensive set of institutional, research, corporate and wealth management solutions with significant distribution capability

$2

Bn+

in annual institutional turnover

The team has completed 500+ transactions as lead managers. 100+ combined years

10

+

authorised
representatives

Our team of over 10 authorised reps can provide a range of fundamental research driven services, providing global insights

100

+

combined
years

A range of international and domestic experience in listed and unlisted asset classes, with a broad team of unified members

Targeted investment outcomes with Unified Capital Partners