Services for financial planners: a powerful partnership

In an increasingly complex and competitive financial world, choosing a private banking partner has become a critical decision for financial planners wanting to deliver the fullest possible service to their clients.

At UBS Wealth Management, we work side by side with financial planners, delivering an investment experience that is a seamless extension to your business and to the service you already offer to your clients.

A partnership with UBS gives your clients access to the expertise of one of the world’s leading private banks - from our renowned  Investment proposition, discretionary  portfolios  and investment advisory services to our range of specialist financial solutions. For you, it means an opportunity to broaden your service and to build your business as you strengthen existing client relationships and forge new ones.

Our services for financial planners include:

Portfolio management services

  • Direct access to a broad range of investment solutions.
  • Specialist asset and liability management services for your clients, no matter how complex their needs.

Streamline reporting

  • Comprehensive reporting.
  • Online access for both you and your clients.

Wealth Management Research

  • Global independent research.
  • Timely and expert insights to stay on top of the latest market trends.

Access to Third Party Platform Solutions