Unison Asset Management manages investment portfolios globally for high-net-worth individuals, families, open-ended funds, private funds, and institutions. Unison offers both discretionary services, where the firm makes investment decisions on your behalf, and non-discretionary services, where you approve trades. Unison works with you to identify your financial goals, risk tolerance, and investment objectives, which are then documented in an investment policy statement. The firm specializes in customized portfolio management, asset allocation, and market analysis across various asset classes, alongside managing private investment funds and collective investment vehicles.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Advisory fees range from 0.45% to 2.00% annually based on account net asset value. Fees are negotiable and payable daily in arrears. Performance-based fees between 4.9% and 10% may apply for qualified clients.