We offer an advisory investment service with access to 14 countries on more than 70 exchanges, providing access to some of the largest financial markets in the world. Our aim is to assist clients to define and execute their trading strategies and capitalise on market opportunities.

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Advisory

 

We provide advisory services in which we identify client needs and individual capacity towards risk. Clients who wish to retain involvement and control of their portfolio may benefit from the industry experience of our brokers.

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Execution Only

 

We offer an execution-only service for professional and institutional clients who do not require the guidance of our investment managers. This service is dedicated to transaction and execution services in which the broker will not provide input into the decision process.

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Discretionary Investment Management

 

Union Investment Management operates a discretionary service, allowing you to hand over day-to-day management of an investment portfolio to your Investment Manager. This involves managing your portfolio along agreed lines, monitoring your holdings and making investment decisions on your behalf whilst considering individual objectives and personal risk tolerances.