FINANCIAL ADVISORY

Value Proposition

UFP Financial Advisory provides merchant banking and advisory services such as:

  • Alternative & Illiquid Investments: Strategic partnerships in sale and purchase/sourcing of portfolios of assets and alternative investments
  • Corporate Finance & Capital Markets: Advisory and ECM/DCM services to clients targeting corporate mergers & acquisitions in Europe and North America
  • Wealth Management & Investment Advisory: Bespoke wealth management, Investment Advisory and Fiduciary services for selected Individuals, Family Offices, Trusts, regional banks and pension funds.

UFP Financial Advisory leverages and complements UFP Group award winning Securities and Research services.

  • Our global client base includes diverse financial institutions:
    > Sovereign wealth funds
    > Hedge funds
    > Family offices, UHNWI
    > Pension funds
    > Insurance companies
    > Endowments and Foundations
    > Public vehicles
  • Our client-oriented approach is based on:
    > Respecting our clients’ specific strategy
    > Targeting their expectations and objectives
    > Accommodating their constraints
  • We align our success and growth with our clients’ prosperity by:
    > Establishing long-term trustworthy relationship
    > Providing excellence in every partnership
  • Our initiative and reliable team joins together:
    > Senior bankers
    > Experienced Lawyers
    > Talented Portfolio managers
    > High-ranking civil servants
In the US, United First Partners LLC is a registered broker/dealer and member of FINRA and SIPC
In the UK, United First Partners is a registered trading name of Schneider Trading Associates Limited which is authorized and regulated by the Financial Conduct Authority
In Switzerland, UFP Capital SA is regulated by PolyReg
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