A variety of business models and tailored operational solutions

We work with you to develop and implement tailored operational solutions so that you can get the best from your business model.

External asset managers

The financial intermediary uses the UBS Italia order execution services to manage client assets held in UBS bank accounts.

Independent financial advisors

The client benefits from independent financial advice on investment decisions which are then executed by UBS Italia as part of our order execution services.

Financial intermediaries

The financial intermediary provides investment services (asset management, order receipt, transmission and execution) for his own clients and uses the order execution services provided by UBS Italia and custody account services for client assets (such as an omnibus account).