Switzerland

Our skills – for your success as Financial Intermediary

Only the best is good enough for your clients. As the partner you rely on, we set ourselves the same high standard. We aim to raise the bar when it comes to offering you professional and efficient support in your business activities.

In UBS you have a leading international partner offering you an extensive range of products and services. Our product offering is geared towards country-specific operating conditions and the varying needs of our clients. High-quality products from third-party providers round off our product range.

Products and services

Basic services

Our basic offering includes UBS banking products such as custody account management, securities administration and regular, transparent asset statements. Your clients therefore have everything they need to carry out their banking transactions.

Investment solutions

You are granted access to a range of over 5,000 investment funds authorized for distribution in Switzerland – including those from third providers (open architecture). You can use our platform to process transactions simply and easily.

We also develop structured products exclusively for you and enable you to make private placements. You can turn your ideas into reality and receive investment strategies with optimal risk-return profiles. Our specialists are happy to offer you advise at any time.

We help you establish and manage your own investment fund project (asset pooling solutions).

Professional partner

To ensure that you do not miss any market opportunities, the capital and financial market specialists of our Transaction Products Advisory team are there to help. After 6 p.m. the Night Desk is there for you.

You can also talk to the professional employees of UBS Investment Bank.

International Offshore Offering

If you are a financial intermediary working abroad and want to use the various booking centers for your clients, our specialists will help you implement globally diversified investment strategies for your clients.

Other services

Experienced experts offer you advice on issues ranging from company foundation to succession planning.

Pricing

You decide which model is best suited to your business. You can choose from the volume discount, end-client discount and flat-fee pricing models.

Modern technology

Electronic Banking

Our range of e-banking services provides you with access to up-to-date asset information, efficient transactions processing, reporting functions and market-relevant research and financial information.

You can use online bank documents (e-forms) to streamline various administrative procedures.

Research and market data

We offer you detailed information on price data (UBS Quotes), financial markets, sectors and companies as well as trading ideas (Wealth Management Research, Investment Banking Market Research).

You receive access to selected financial information systems as an alternative to the UBS system.

Integrated portfolio management

You benefit from our Swift-based data supply system (UBS Asset Link). In addition to the standard SWIFT messages, you receive additional information for the replication of financial and master data to help manage and monitor the portfolio.

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