The Wholesale House The strategic solutions platform for intermediaries and asset managers

The Wholesale House showcases our strengths within the Investment and Distribution areas, as well as our robust platform abilities. We offer investment capabilities across all major traditional and alternative asset classes to a wide range of clients.

The Wholesale house

What do we offer

Six modular pillars within the Investment, Distribution and Platform services

Investment & Distribution Services

Capabilities

Bundling the essence of our investment strengths

  • Comprehensive range of capabilities across the asset class spectrum centered around five key investment strengths
  • Teams with distinct investment philosophies to navigate different market cycles
  • Broad geographic reach
  • Unique understanding of client needs across the globe

Bespoke

Providing customized content and structure

  • Wide range of services from restructuring portfolios to creating discretionary mandates
  • White labelling and sub advisory capabilities

Partnership program

Client training and joint distributor events

  • Tailored education programs in various global locations on a broad range of topics
  • Helps your distribution organization to navigate through product and regulatory complexity

Platform Services

Fund Management Services

White-labelling fund platform

  • Specialist in administering individual, tailor- made fund solutions for clients and partners
  • Provides the entire asset management infrastructure value chain

UBS Fondcenter

B2B fund platform connecting fund providers and distribution partners

  • One of the leading fund platforms globally; connected to more than 250 distribution partners and 350 fund providers
  • Access a large network of asset managers and distribution partners with a single contract:
    • improve cost efficiency
    • access global egulatory and compliance competence
    • process simplification

UBS Partner

Advisory platform powered by state of the art technology

  • Infrastructure and advisory expertise – marrying state of the art technology with top-notch investment know- how
  • Bespoke tool provides all the modules needed to implement a systematic advisory process to keep your entire client book on track
  • Access to the UBS Partner Workbench enabling sales teams to work in a more efficient and structured manner

Markets and research

Markets and research

Bringing you the best of our market views and asset class insights

Fundamental research is an integral part of the investment process across many of our strategies. With a broad reach of capabilities and a local presence in 22 countries, our global network of investment professionals and first class research capabilities deliver the insights you need.


Get in touch

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