Italy

Our offer for financial intermediaries operating in Italy

Our products and services will assist you in planning and implementing your investment strategies so you can provide the best possible advice and support to your clients. Specialist teams provide expert advice and co-ordinate your access to all areas of UBS.

Products and services

Wealth management basic services
With an account and securities account at UBS, your clients have access to all the products and services of a globally oriented bank.

Open fund architecture
Our offer includes more than 3,000 investment funds licensed for distribution in Italy.

UBS Managed Fund Portfolio
With our Managed Fund Portfolio – naturally with an open fund architecture – we help you to manage funds for your clients.

Customised Fund Solutions
Assistance in establishing and managing your investment fund.

Active Trading Access
Direct access to events on the international stock markets optimizes your investment success.

Structured investment products
Investment strategies for an optimal risk/return combination. Our specialists will assist you in implementing your own structured products.

Alternative investments
Access to GAM and O'Connor, two of the largest providers of alternative investments.

Events
Specific events for financial intermediaries

Modern technology

Electronic banking (UBS Connect)
This e-banking service provides financial intermediaries with access to up-to-date asset information, efficient processing of transactions, reporting functions and research and financial information.

Online research
Detailed information on price data, financial markets, industries, companies and trading ideas.

Integrated portfolio management
Our data interface provides an important basis for your asset management. In addition, we can help you choose a suitable portfolio management system

Need more information? We look forward to hearing from you.

Important legal information - please read the disclaimer before proceeding.

Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. For further details, please refer to our country-specific pages.