Offer your clients
world-class products, advice and investment management

Providing the best possible service to clients requires a quality offering. The UBS products and services you will work with emerge from a structured, research-based process, which suggest optimal asset allocations and concrete investment ideas, making it easier for you to prepare for client discussions. You will have access to a high-quality product shelf that also includes a wide range of carefully vetted third-party products.

Unique UBS client experience
We provide a disciplined four-step advisory approach for you to work with, based on understanding, proposing, implementing and reviewing, which will help you to deliver an optimal experience for clients, both immediately and over the long term.

Global investment “house views” - locally customized
Our integrated, global investment process under our newly established Chief Investment Officer function brings together expert opinions from across our global firm, complemented by external expertise, so that you and your clients receive timely and clear UBS “house views” and rapid communication at times of market instability. These recommendations can support client decision-making, and along with locally customized advisory packages, can ensure that you are well-positioned to help your clients face the challenges of the financial markets.

Work with the best tools and infrastructure

The UBS information technology (IT) platform will grant you access to the expertise of the firm, providing high-quality client reporting and asset servicing solutions, and ensuring sound execution.

Integrated IT platform
We continue to invest heavily in one of the industry’s largest and most powerful IT infrastructures. This gives you a platform for what you need to serve our clients: from timely market data to swift execution of client transactions.

User friendly

Our comprehensive client relationship management tool ensures simple access and helps you work more efficiently. It integrates the different functions within a web-based environment, and provides a user-friendly, single point of entry. The ability to quickly research and assemble offerings and tailor-made products means you can spend more time with clients.

Our Chief Investment Officer organization brings together expert opinions from across our global units, so that you and your clients receive timely and clear UBS "house views" to support their decision-making

The ability to quickly research and assemble offerings and tailor-made products gives you more time to spend with clients