Wealth Management Services

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.

Client solutions

  • Our team of product specialists work together with our client advisors to tailor product solutions to meet clients' needs.

Investment solutions

  • Strategic and tactical asset allocation
  • Discretionary Portfolio Management
  • Advisory services

Investment products

  • 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