Insurance companies

We are mindful of your unique priorities

Nino Colesanto

Head Insurance Coverage Switzerland

We understand that each insurer has unique priorities driven by the nature of their liabilities, their clients, and frameworks they operate in. As a global institutional manager, UBS Asset Management draws on the depth and breadth of our global capabilities to deliver on our insurance clients' investment objectives while being mindful of their risk appetite and target capital position.

About us

Our value proposition

Being your trusted sparring partner for your investment challenges with a broad industry knowledge and the ability to make peer comparisons as well as providing you with access to our investment professionals across all major asset classes across the globe.

Client focus

  • Understanding the needs of insurance companies regarding investments
  • Client-centric approach
  • Access to investment professionals and specialists globally
  • Dedicated and experienced CRMs

Investment performance

  • Seek to deliver superior investment performance to meet client objectives
  • Top-tier investment teams with "boots on the ground" in all major markets

Reporting

  • Delivering state-of-the-art regulatory analytics & reporting
  • Response time in line with regulatory requirements
  • Ability to customize reports

Swiss insurance business

USD 18bn AuM

Across all major asset classes

> 40 clients

in Switzerland

All insurance segments

We manage assets for life, P&C, health and re insurers

AuM by insurance type

Life - 64%

P&C - 15%

Health - 13%

Unit-liniked - 4%

Others - 2%

Reinsurance - 2%

AuM by asset class

Equities - 2425

Multi asset -1948

Fixed income - 716

Real estate & Private markets - 39

Source: UBS Asset Management as of 31 December 2020

Service offering

Investment Management

  • Fixed Income and Money Market
  • Equities
  • Multi-Asset and Currencies
  • Real Estate and Private Markets
    • Direct Real Estate
    • Direct Infrastructure
    • Multi-Managers
  • Hedge fund strategies (single, multi-manager)
  • Passive

Insights

  • Research across traditional and non-traditional assets classes
  • Regional research
  • Insurance asset management trends including regulation
  • Regular insurance specific publications

Solutions

  • Solvency efficient strategies
  • Liquidity solutions
  • Multi-asset solutions
  • ESG advisory and implementation

Investment themes

The current market environment in combination with regulatory and accounting requirements while considering the liability structure pose a challenge for insurance asset management. With the investment expertise at UBS Asset Management, we would like to contribute to the successful investment management of insurance companies. In our insurance related investment themes we assess different asset classes from an insurance company’s point of view.

Investment themes

Strategies in focus

In line with the current market assessment as well as the unique priorities of insurance companies, we have selected the following investment solutions for you:

Selection Insurance Companies

White labelling

White Labelling Solutions (WLS) is the UBS competence center for third-party fund concepts and tailor-made solutions. We specialize in structuring, launching and managing individual and customized fund solutions with traditional and alternative investments for our major clients, institutional investors and asset managers from Europe, the Middle East and the APAC region.

White labelling

Would you like more information?

We will be happy to answer your questions.

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Institutional investors

To continue, you must confirm that you are a qualified and/or institutional investor based in Switzerland.

The information provided on the following pages is intended solely for qualified and/or institutional investors.

Qualified and/or institutional investors

These investors include:

a) regulated financial intermediaries such as banks, securities dealers, fund management companies and asset managers of collective investment schemes
b) regulated insurance companies
c) public-law corporations and pension funds with professional treasury departments
d) companies with professional treasury departments.

The professional treasury requirement is fulfilled if the investor entrusts at least one professionally trained and experienced financial specialist to manage their assets on a permanent basis.

Not an institutional investor?