Wealth Management Services

Wealth Management capabilities

Our focus is to provide advice on the financial assets of high net worth individuals and families in order to meet their long term needs and goals.
UBS are leaders in open architecture, which involves the selection of third party managers and investment structures that are used in combination with our in-house investment solutions.
Our advice encompasses a broad range of services from in-house customised financial planning, asset allocation advice, to the highest standard of investment advice and execution, lending and comprehensive tax reporting.
The quality, structure and depth of our advice is the core value proposition to clients.

Client solutions

Our team of product specialists work together with our client advisors to tailor product solutions to meet clients’ needs.

Investment solutions

Strategic and tactical asset allocation
Discretionary Portfolio Management
Advisory services

Investment products

Direct equities, fixed income and hybrid investments
Brokerage services
Managed funds (including hedge funds)
Structured products and derivatives
Lending and credit products
Access to IPOs and primary placements
Cash management
Single stock risk management

Wealth Planning and trusts

Estate planning
Retirement planning and superannuation
Insurance and risk management
Philanthropy and Prescribed Private Funds

Reporting and administrative services