Wealth Management capabilities
- Our focus is to provide advice on the financial assets of high net worth individuals and families in order to meet their long term needs and goals.
- UBS is a leader in open architecture, which involves the selection of third party managers and investment structures that are used in combination with our in-house investment solutions.
- Our advice encompasses a broad range of services from in-house customised financial planning, asset allocation advice, to the highest standard of investment advice and execution, lending and comprehensive tax reporting.
- The quality, structure and depth of our advice is our core value proposition to clients.
- Our team of product specialists work together with our client advisors to tailor product solutions to meet clients' needs.
- Strategic and tactical asset allocation
- Discretionary Portfolio Management
- Advisory services
- Direct equities, fixed income and hybrid investments
- Brokerage services
- Managed funds (including hedge funds)
- Structured products and derivatives
- Lending and credit products
- Access to IPOs and primary placements
- Cash management
- Single stock risk management
Wealth Planning and trusts
- Estate planning
- Retirement planning and superannuation
- Insurance and risk management
- Philanthropy and Prescribed Private Funds