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
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Bespoke

Providing customized content and structure

  • Wide range of services from restructuring portfolios to creating discretionary mandates
  • White labelling and sub advisory capabilities
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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
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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
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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 over 61'000 investment funds and share classes (as of December 2018)
  • 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)
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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
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UBS Funds

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Product list (PDF)

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Get in touch

We look forward to your message.

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