Value Proposition

Global Swissness

Local roots with a global focus

  • UBS Global Asset Management has been present on the Swiss market for more than 40 years. At the same time, we are also incorporated into the global UBS network.

  • UBS Global Asset Management knows the needs of Swiss investors in detail and has a long-standing presence in Switzerland. In the institutional area, for example, we have been present on the market with our UBS investment foundations for pension funds (AST) for more than 40 years.
  • Clients have direct access to the global UBS network of investment specialists in 24 countries. We use this global investment know-how to develop solutions that are tailored to the specific needs of Swiss investors.
  • Of the around 3,800 staff employed by Global Asset Management worldwide, some 550 work in Switzerland.
Strength

A strong partner to our clients

  • As the largest asset manager in Switzerland, UBS Global Asset Management has the critical mass to meet almost every client need.
  • With assets under management totaling CHF 194 billion1, UBS Global Asset Management is the largest asset manager in Switzerland.
  • In the investment fund area, we manage CHF 167 billion2 across more than 400 funds. This equates to a market share in Switzerland of 25%.
  • UBS ETFs is one of Europe's biggest ETF providers. We now track more than 85 stock indices.
  • UBS Fondcenter is Switzerland’s and Europe’s largest distribution platform for funds and offers access to more than 32,000 funds from around 330 fund providers. UBS Fondcenter has a distribution network with more than 240 partners.

1 Source: Global AM; as at the end of December 2012

2 Source: ThomsonReutersLipper; as at the end of December 2012

Dedication

Focus on client needs

  • The needs of clients are the top priority for the employees of Global Asset Management. We aim to offer tailored investment solutions and are dedicated to the Swiss financial center.
  • The employees of UBS Global Asset Management are dedicated to their clients and to offering the best solutions and products.
  • UBS Global Asset Management shows commitment to Switzerland and advocates innovative solutions that allow socially significant challenges to be tackled. A new investment solution, for example, allows institutional investors to invest in projects aimed at changing energy policy.
  • As a member of various associations and committees, we are dedicated to ensuring a competitive financial center.
Convenience

UBS Global Asset Management makes it easy for clients

  • Our clients can call on the expertise of skilled contact partners at all times. We work in an uncomplicated manner and our processes are simple, transparent and easy to understand.
  • The clients of UBS Global Asset Management have direct access to skilled contact partners at all times; our Asset Management client advisors have an average of 19 years of professional experience.
  • Unbureaucratic processes facilitate targeted cooperation.
  • Clients can access our platforms in an uncomplicated manner.
  • Specific Global AM services make it easier for clients to focus on their core competencies. UBS Voice, for example, allows investors in institutional collective investments to vote at the annual general meetings of Switzerland’s largest stock companies.