our research  

your success 

We have developed proprietary models that evaluate 20,000 mutual funds, over 5,000 stocks and 1,000 ETFs. Our models use a range of fundamental analysis data, technical analysis data and economic data to create a risk-adjusted performance rating to help your investment evaluations.

Unity Trust Financial


Why Use Unity

Whether you're new to investing or an experienced trader, Unity provides crucial investing data and tools anyone can use to succeed in the stock market. We give investors the training and education they need to get the most out of Unity Trust Financial's unique and powerful content.


We provide businesses with all financial services including consultations, financial analysis of the enterprise and others.

Our Corporate Strategy

Unity's corporate strategy research is designed to keep senior management aware of recent economic developments and capital market activity through regular written updates, webcasts and face-to-face meetings.


Marketing research, analysis and creating marketing plan - this services will lead your business to success.

Securing Futures

At Unity, we apply our capabilities as a leading global investment firm to deliver solutions, unlock value and propel growth. The capital we deploy on behalf of our investors fuels the development of businesses and communities.


Our experts will check all the business problems and find new directions to overcome crisis and start receiving profit.

Types of jobs
Satisfied Clients
Types of jobs
Satisfied Clients


Institutional investors work with our firm to manage their client portfolios and offer a unique investment solution.  Unity Trust Financial plays a supporting role in the success of our partner’s business, enabling greater relationship development with existing clients and new client development.

Our Team

We are a team of like-minded people who do business, generate ideas and realize them.

Mark Wynn

Senior Asset Manager

Archie McKay

Senior Analytical Manager

Paul Gibbins

Senior Asset Manager

Steve Green

Senior Portfolio Manager
Adam Smith

We are an investor in Unity Trust Financials Private Equity Secondary funds. We really like their differentiated approach which focuses on small transactions less looked at by others. They work hard to extract the most value from the deals and don’t only focus on discounts. This makes us less sensitive to the cyclicality of secondaries.

Jack Richards

In 2017, we decided to restructure the equity component of our portfolio and invest part of it in low volatility strategies so as to limit the impact of market downturns and the ensuing difficulties in terms of managing our liabilities. We used a consultant to carry out an exhaustive review of asset managers with specific…

Mag Richards

In 2011, we selected Unity Trust Financial following an RFP to invest part of the alternative investment allocation of a mandate we manage. The objective was to capture the illiquidity premium of this component and set up a fund of funds dedicated to Egamo in order to shelter the portfolio from movements in other investors’…