Intermediary services

The financial intermediaries service is a genuine line of business at UBS. In France we have worked with management companies and independent wealth management advisors for more than 15 years.

Beyond account administration, we offer their clients all the services of a big private bank: Lombard loans, wealth engineering, business transfer expertise, etc.

Our dedicated business area

A permanently available, attentive and committed team on a human scale (15 individuals).

We support our financial intermediary partners by offering them solutions with an open architecture and considerable added value for their clients.

Club FIM, which we run for our partners, enables them to share experiences and helps them develop their business.

Our business area now boasts:

  • 45 management companies
  • 35 independent advisor offices
  • More than 2.5 billion euros in assets
  • Around 5,000 clients

Bank on us every day

We'd like to meet you

Come and see us so we can tell you more about what we can offer you.