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UBS Asset Management launches new platform offering to transform bank advisory services

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  • UBS Partner is able to analyse millions of client portfolios daily and generates actionable investment options, enabling banks to enhance their advisory services
  • Landmark launch with first client mandates won; work underway to rollout UBS Partner with Banca Generali
  • White-label offering based on proven, world-class technology successfully used within UBS

London, 12 March 2018 – UBS Asset Management has today announced the launch of UBS Partner, a white-label technology solution which will enable a step-change in the advisory process and client service offered by banks.

UBS Partner, which forms part of the UBS Platform Solutions offering, scans client portfolios on a daily basis, assesses individual portfolios against corresponding risk profiles, key instrument quality criteria and investment goals. Identifying those clients which are not on track to meet their personal financial goal, UBS Partner creates tailored, actionable investment options to best help them get back on course.

Ulrich Körner, President of UBS Asset Management, commented: “Banks today are facing significant challenges to address changing client needs and an increasingly complex regulatory landscape. To help navigate this environment, we have taken technology and processes used within UBS and scaled them to provide the tools and analytics enabling banks to transform the way they and their advisors work with clients.”

Thomas Stokes, Head of UBS Partner, said: “At its heart, UBS Partner is a technology-led, highly scalable, modular solution designed for ease of integration into banks' existing systems. Through UBS Partner we hope to free up the time of bank advisors allowing them to focus on enhancing the services they offer to existing clients and also grow their client base.”

William Kennedy, Head of Client Coverage at UBS Asset Management, said: “We are excited to be able to offer access to UBS Partner globally, an immensely powerful solution which enables banks to change the conversation with their advisory clients centred on their investment goals. We believe this to be the first platform of its kind and we are delighted to already be working with Banca Generali to rollout UBS Partner to their client advisers in the near future.”

Media contacts

UBS Asset Management

Krystal Miller
krystal.miller@ubs.com
T: +44 207 901 5537

Notes to Editors

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).