Wholesale distribution

When you invest your clients’ assets with UBS Pactual, you can have confidence in knowing that they are investing with a leading asset manager with financial strength and organizational stability. We offer a wide range of locally registered and offshore funds in all major asset classes (money market, bonds, equities, asset allocation, funds of hedge funds, private equity and real estate). For more than two decades, we have made it our goal to provide our clients with the features they require of an asset manager:

Client focused, innovative solutions. We take the time to understand our clients’ specific needs. Our broad set of investment capabilities and ability to tailor investment solutions enable us to respond to those needs.
Consistent, risk-adjusted results. Our talented, experienced investment professionals adhere to well-established and disciplined processes. Our systematic security analysis and risk management tools help ensure consistent, explainable results.
Unparalleled risk management. Risk management takes a central role as we build and manage our clients’ portfolios. We believe that understanding and managing risk is critical to investment success. We have backed up this conviction by building a proprietary, state-of-the art risk management system.

UBS Pactual has a team exclusively dedicated to the distribution of funds through partnerships with other financial institutions. Thanks to the growing trend for Brazilian financial institutions to market third-party products, UBS Pactual is posting strong growth in the distribution segment, having strategically positioned itself ahead of the trend by signing a number of partnerships with key institutions in the domestic and international markets.

Contact us

Leticia Costa
UBS Pactual
Praia de Botafogo, 501/6th floor
CEP 22250-040, Rio de Janeiro
RJ - Brazil

Tel. +55-21-3262 4950
leticia.costa@ubs.com

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