Centralized safe-keeping of your entire fund holdings and in-depth reporting
As you diversify your investments on a broader and more international basis, it becomes both more difficult and more important for you to maintain an overview. With UBS Wealth Management & Swiss Bank, Global Custody & Investment Services, you benefit from the central safe-keeping and management of your fund holdings. We monitor delivery into the custody account and provide you with periodic consolidated custody account and account statements as well as automating and standardising your settlement.
Your advantages at a glance
- Central safe-keeping of your fund holdings at a single custodian
- Consolidated and in-depth reporting on all fund positions