Asset Servicing: Infrastructure solutions from a single source
UBS Asset Servicing provides a high degree of transparency at the touch of a button to provide greater insights that can help shape investment decisions.
For over two decades, UBS Asset Servicing has provided solutions to institutional clients, private individuals and Global Family Offices (GFOs). More recently, it has strengthened its capabilities in Asia by combining highly-sophisticated infrastructure and reporting services, providing investors with greater wealth insight and investment control – all from a single source.
Clients benefit from UBS’s integrated banking strategy that harnesses the strength of the bank’s global resources in wealth management, investment banking and asset management.
We provide investors with access to professional tools from the world’s leading wealth manager and one of the best capitalized financial firms, including centralized custody of assets, sophisticated investment reporting and revenue-generating securities lending solutions, all of which can be tailored to investors’ individual needs.
Have you ever considered simplicity over complexity?
Nowadays, many private investors who have successfully grown their fortune by investing in opportunities all over the world begin to face similar challenges as those experienced by institutional investors. Maintaining an overview in today’s fast-paced global market environment is very important, but it can be difficult. With our Global Custody offering, a dedicated client service manager acts as a contact person for all your investment managers and serves to reduce administration, provide advice and access to a global securities network covering more than 70 countries, with an infrastructure that enables worldwide asset tracking, regardless of the global market where they are held.
Do you know where you make money and where you lose out?
Our reporting solutions are commonly used by both private investors and by institutional clients, such as pension funds and insurance companies who manage globally diversified portfolios.
With a tailored analytics report of your performance and risk, UBS Asset Servicing offers an analysis of structure, performance figures and risk indicators and supports investors in their trading decisions and strategy definition on individual investments, asset classes or global portfolio level.
As well as geographical complexities, our reporting solutions support the integration of non-bankable assets, such as Real Estate, Private Equity and Hedge Funds.
Are you spending hours sorting out statements in order to gain a simple overview of your assets?
Pooling data from multiple banks to produce a timely report can be tiresome without the know-how and the necessary infrastructure. Several variables must be accurately controlled, from the accuracy of holdings, pricing sources, custodian and account consolidation etc. At UBS our emphasis is to enable the better use of your time to focus on interpreting the data, leaving the integration of your banks statements to us.
Imagine earning additional income from otherwise dormant assets…
Similar to interest generation on cash balances, Securities Lending at UBS enables our clients to mandate us to borrow their securities and ‘loan’ their investments, with the potential to enhance their portfolio without modifying it or compromising investment flexibility. Clients can sell the securities subject to the loan at anytime and are compensated for dividend and coupons payments. As UBS is the single counterpart, clients only face the credit risk of UBS and are shielded from street-side borrower risks.
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