What differentiates UBS?

• We take the time to understand each client's total wealth - not just their liquid investment portfolio

• Our people - we take great care in hiring the right people, being industry leaders in training and development

• Our client advisors have access to the global strengths and capabilities of UBS Investment Bank and UBS Global Asset Management, as well as the world's leading wealth manager

• We provide independent financial planning advice

• We are positioned as an independent investment manager - we are only positioned as a portfolio manager where this is the optimal solution for the client

• We are the Best Global Private Bank, as voted by Euromoney Magazine for the last 4 consecutive years

Areas where UBS Wealth Management can be of assistance

Liquidity events

• Sale of family companies

• IPO/secondary stock or bond issues

• Pay-out of extraordinary bonuses

• Sale of property or other assets

• Not limited to sales for cash

Executives

• Increased value in company stock and stock options

• Superannuation planning

• Executive retirement

Stake management

• Concentrated equity positions

• Large stakes privately owned companies

• Non-strategic stakes in listed companies