About Bay Union Financial Services

Founded in 1990, Bay Union is an independent organisation that provides clients with a wide range of innovative and specialised financial services. Our creative use of investment and insurance-related products and risk-management techniques, combined with cutting-edge technology and experienced, high-quality staff, have ensured Bay Union’s strong position in the various industries in which it operates. The ability to deliver a quality investment consulting service to individuals is one of our most important strengths. Our investment process is systematic and disciplined and our advice is backed by robust analysis and research. We perform risk management as well as geographic and asset allocation reviews on an ongoing basis, in line with market conditions and our clients’ continually reassessed investment objectives and risk tolerances.