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.
What do we offer
Six modular pillars within the Investment, Distribution and Platform 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
- Competence center for tailor-made White Labelling Fund Solutions by providing legal and operational structuring, engineering, running and supervising funds domiciled in Luxemburg, Ireland and Switzerland
- Platform combining longstanding know-how in white labelling, management company, governance, risk management and global registration with best-in-class service providers, providing fund administration, transfer agency, custody, investment and marketing reporting as well as portfolio management and distribution platform services
UBS Fondcenter
B2B fund platform connecting fund providers and distribution partners
- One of the world's leading and largest fund platforms
- Connects close to 300 distributors with almost 400 fund providers globally, offering a fund universe of nearly 60,000 investment funds and share classes (as of December 2017)
- One single contract, lowering legal and operational risks in addition to reducing complexity, administrative efforts and costs
- Sophisticated digital tools for distributors (Fund Navigator) and providers (Provider Navigator)
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
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.
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Get in touch
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