Make wealth sustainable.
We are currently hiring for a Wealth Partner - see role description in the footer of this page. Email a resumé to invest@upholdings.com and we'll be in touch.
Our Services
Independent Wealth Management
Position your assets to suit your interests, not your bank's.
Modern Research
Understand which world class companies can deliver great returns.
Impactful Living
Work with experts in tax, estate, and giving.