In financial services, the right partnerships are not transactional, they are transformational. By joining forces with leading institutions, we combine expertise and capabilities to solve complex challenges efficiently and create impactful outcomes. Through these strategic alliances, we amplify our ability to serve clients with insight, agility and excellence, ensuring every initiative contributes meaningfully to their growth and long-term success.
Partnerships with purpose
Benefits for partners
Collaborative growth
Build new revenue streams through transparent referral arrangements. Earn commissions on successful client engagements.
Marketing & brand exposure
Access co-branded or joint marketing materials. Increase visibility and credibility through association with a trusted partner.
Networking & events
Join our UPconnect events for exclusive networking experiences designed to inspire, engage and open new growth opportunities.
Dedicated support & expertise
Receive ongoing support from our dedicated team of experts. Gain insights and guidance to better serve your clients.
”Our joint focus on delivering cross-referrals and their ability to align with our business values and ambitions has created a synergy that benefits not only our organisations but also the clients we serve together. Universal Partners truly exemplifies what it means to collaborate for mutual success, and I look forward to seeing our partnership thrive and deliver even greater value in the future.
Matthew Mills, Chief Commercial Officer
Benefits for clients
Comprehensive solutions
Access a broader range of products or services through a trusted partner network. Benefit from complementary offerings tailored to your needs.
Dedicated support & service
Enjoy personalised assistance and reporting with a single point of contact to guide you through complex or multi-part solutions.
Global reach & convenience
Benefit from solutions with worldwide coverage and scale. Get 24/7 access to our secure online platform for seamless service anytime.
Risk management & security
Receive proactive solutions that anticipate and mitigate risks. Gain confidence knowing you are supported by experienced providers.
”BAC’s DNA is built on uncompromising performance and boundary-pushing innovation. In Universal Partners, we’ve found a partner who shares our obsession with precision and our drive to challenge convention. As we expand our global reach, this alliance gives us the financial agility to match the engineering purity of the Mono. The experience we deliver to our customers transcends borders - and now, so does our operational capability.
Luke Ryan, Head of Finance & Operations
The clients we work for
High-Net-Worth individuals
We work closely with high-net-worth clients to understand their goals and provide strategic financial guidance that protect and enhance their wealth.
Corporate clients
We provide corporations deep sector expertise and personalised financial strategies that accelerate growth and strengthen market position.
Private & institutional clients
We offer a secure and expert-led alternative to traditional banking, tailored to the unique needs of private market companies and investors.
Contact one of our experts today
Every partnership starts with a conversation. Get in touch to learn how we can support your success.
