Intermediary services

Working with you to deliver services to your clients

UBS is committed to working with external asset managers, financial consultants and independent financial planners in Jersey to provide comprehensive products and services.

External asset managers

You manage your clients' assets with a Power of Attorney (PoA) according to an asset management agreement. These are held in the corresponding personal account/custody account at UBS.

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External financial consultants

You advise your clients with regards to the management of their assets. These are held in the corresponding personal account/custody account at UBS.

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Share your priorities with us

Come and see us so we can find out more about what matters to you.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.