Comprehensive offering for you and your clients

UBS offers a wide range of products and services designed with the unique needs of financial intermediaries and their clients in mind.

Comprehensive offering for you and your clients

Research and investment insight

Investment decisions should rely on sound information and a well-founded view of economic developments. Through close partnership with UBS's research teams and leading economists, we offer in-depth analysis of the global issues that shape our future. We identify the most compelling investment topics and translate these into investment ideas.

Products and services

Through our "open architecture" approach and strict screening criteria, we provide you with a wide range of products from UBS and selected third-party providers.

Global banking infrastructure

A globally interconnected IT infrastructure provides you easy access to live market data, all major asset classes and global markets for fast, secure, and reliable execution. Sophisticated portfolio reporting options ensure efficiency.

Industry expertise and knowledge-sharing

In today’s rapidly changing financial environment, you are called upon to recognize the challenges ahead and seize opportunities as they arise. You can rely on our expertise on a wide range of trends, from financial regulation and tax issues relating to cross-border wealth management to investing in emerging markets. We share our industry know-how with you through our various information events and communications platforms.

Geographical diversification

Our global footprint means that you can help your clients diversify their wealth internationally. Through geographical and currency diversification, you can ensure that their wealth is protected in a safe and tax-compliant way.