Products and services

The investment strengths of UBS Asset Management for professional investors


Capabilities

We offer investment capabilities and investment styles across all major traditional and alternative asset classes to a wide range of clients, from private individuals, through wholesale intermediaries to financial institutions.

Solutions

  • Multi asset investment heritage dating back to 1982

Alternatives investments

  • Over 40 years of experience in managing single manager hedge funds
  • Compelling capabilities in Private Equity and Infrastructure

High alpha strategies

  • Our best selection of strategies with high active share
  • Selected thematic funds with established tracks records

Passive strategies

  • Specialist in smart beta strategies

Sustainable investing

  • Dedicated sustainability research team
  • Global Sustainable Equity Strategy with a successful 20 year track record
  • Ongoing ESG integration across existing capabilities

White Labelling Solutions

  • White Labelling Solutions is UBS's center of excellence for third party fund concepts and bespoke solutions.
  • Allowing you to concentrate on what you do best – asset management and/or distribution activities – our highly experienced White Labelling Services can help you by taking on the workload.

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

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

Key Investor Information Documents (KIIDs)


Markets and research