Clients

Our clients have worked hard to achieve serious financial security. But with that wealth comes complexity. They need more than an off-the-shelf wealth management models, they need a partner. At Union Tradings, we are a seasoned, dedicated team providing full-service and sophisticated solutions. Our client benefits from a network of managers and unique strategies developed by CapitalEdge. Most importantly, they experience our integrity, loyalty, and top-shelf, individualized attention. Our high net-worth individual clients typically have a unique portfolio or family circumstances and need an advisor who can execute multigenerational wealth management. Our Clients come to us to preserve capital and increase financial stability. They need flexibility, a platform that shares the entrepreneurial mindset that helped them achieve their financial status. Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy. Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns. DECADES OF EXPERIENCE Union Tradings has been serving as an investment engine for world-class high net-worth individuals for over half a decade. Today, we sub advise a broad ran: * Development of new investment approaches for changing markets * Insights on how to structure and market new products * Management of individual portfolios, sleeves of multi-manager portfolios, or an entire asset class throughout a sponsor’s product line * Thought leadership from our investors on a wide variety of topics Union Tradings also serves as an investment adviser or subadviser to clients around the world who sponsor mutual funds and other commingled vehicles. Our clients include banks, insurance companies, and asset management firms.