Comprehensive offering for you and your clients

UBS offers a wide range of products and services designed with the unique needs of financial intermediaries and their clients in mind.

Comprehensive offering for you and your clients

You have needs, we have opportunities.

Independent wealth managers have unique needs, and we have designed a broad set of capabilities to meet them. Our analysis covers a broad spectrum of markets and asset classes, providing you with a professional basis to form your investment strategy.

Research and investment insight

Our research teams and leading economists are constantly monitoring the ever-changing global market. You look for someone who can translate the latest equity trends and currency movements into something useful. Our investment specialists turn market movements into compelling investment topics.

Products that deliver

You need choices. With UBS, you benefit from a wide range of strictly selected and outstanding investment products, both from UBS and third party providers. Need structured products? Alternative investments or private label funds? No problem, we offer these options, and more, all specifically tailored to wealth managers. And all of our products and services are carefully screened to meet very high standards.

Geographical diversification

Your clients could benefit from diversifying their wealth internationally. Our global presence and expertise in geographical and currency diversification can help you protect their wealth in a safe and tax-compliant way.

e-Tools for Financial Intermediaries

You need every advantage you can get to be more efficient and effective. With our strong technology and e-Tools platform, you can benefit from easy access to live market data and fast, secure and reliable trade execution. Plus sophisticated portfolio reporting options to help you save time.

Find the right tool for your business with our interactive