Unicorn’s leadership team consists of veterans in the profession who have over 100 years of financial advisory experience combined. They share a common vision that sets Unicorn apart from other financial institutions with unswerving dedication to building a professional practice that is built on integrity, honesty and trustworthiness, delivering genuine client care.
Our financial consultants are the lifeblood of our organisation. They are the face of our company, and provide financial advice that is personalised to each client’s unique financial needs and aspirations – they often become firm family friends of our clients, because of their sincerity and genuine desire to help clients achieve their goals.
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Behind the scenes, these are the professionals who ensure that Unicorn is truly professional in delivering our promises:
InvesCo is Unicorn’s decision-making committee. Its members have over a few decades of combined investment advisory experience and oversee half a billion of Assets Under Advice and Management (AUA and AUM).
The committee meets at least once per month. It analyses the global macroeconomic environment to determine optimal asset allocations for the times and operates Unicorn’s selection process to choose the optimal funds and securities to make up clients’ portfolios.
Our investment research team performs ongoing assessments of strategic macroeconomic environment and economic indicators, which assists InvesCo in determining optimal asset allocation strategies for portfolios.
The team also conducts research and analysis on mutual funds, ETFs and securities – identifying optimal investments and recommending them to InvesCo.
InSeCo is Unicorn’s insurance selection committee. It consists of a group of experienced practitioners who
are committed to keeping abreast of what’s on offer in the marketplace, and providing well-researched
guidance to Unicorn’s consultants – informing them of which products best meet the needs of any particular
The team helps our practitioners by providing well-researched guidance and training, equipping them with the knowledge they need to design tailored wealth protection plans to meet clients’ needs.
IBF accredited programmes are designed to equip finance practitioners with competencies needed for their jobs. The programmes have a training and an assessment component and are subject to an independent and rigorous review by the IBF to ensure that the training institution and programmes meet industry standards.
Our trainers are indusrty experts who have many years of experience in the field of the training programmes.
Visit our Events/Training Page for more details of the upcoming training programmes.