Investors

Working together to achieve your goals

We deliver the full strength of UBS’s global capabilities to support your financial objectives. Dedicated transition coordinators guide you through onboarding, from documentation to connectivity, ensuring an efficient and seamless start.

You are supported by specialist teams across accounting, margin, operations, swaps and securities lending, working in partnership with you to provide flexible, responsive service. From daily account management to tailored solutions, our model is built to evolve with your needs.

Maximizing capital efficiency and market access

We offer one of the largest and most diverse securities‑lending platforms globally, with 24‑hour coverage across major markets including London, New York, Zurich, Hong Kong and Singapore.

Clients benefit from deep access to loanable inventory, hard‑to‑borrow sourcing and robust buy‑in and recall protection. As one of the world’s largest wealth managers, we provide access to over USD 1.3 trillion in securities, including traditional, fully paid and synthetic supply, enabling short access even in restricted markets.

Our financing platform supports flexible cross‑margining and collateral optimization, delivering improved capital efficiency through consolidated margin calls, risk offsets and streamlined reporting across products.

Integrated global execution and clearing

Our clearing and execution platform delivers fast, direct access to more than 70 global exchanges across equities, futures, fixed income and FX.

A fully integrated global network of sales, execution and technology professionals supports clients across major financial centres. Front‑to‑back clearing technology provides efficiency, scale and connectivity, allowing you to integrate seamlessly with your preferred systems while benefiting from global liquidity and consistent service.

Felxible exposure with integrated risk management

We provide access to a comprehensive synthetic platform, including swaps, CFDs, portfolio swaps and forwards, fully integrated within Prime Services.

These solutions enhance leverage and market access while offering efficient financing, cash optimization, short access and risk management. Backed by our global equities franchise, clients benefit from strong execution, competitive pricing and consistent margining and reporting across products.

Real‑time insight, seamless integration

Our flexible, scalable technology platform supports clients across time zones and asset classes. Designed around client workflows, it delivers intuitive tools for portfolio analysis, risk monitoring and decision‑making.

Clients can generate customizable reports in multiple formats and benefit from seamless integration with leading internal and third‑party platforms, including order management systems, fund administrators, research and commission management. This connectivity enables clients to focus on portfolio management from day one.

Supporting growth at every stage

Our Capital Introduction team connects hedge funds and investors across strategies, geographies and fund structures, supported by deep global investor relationships and market insight.

Alongside this, our Business Consulting teams help clients launch, grow and reposition their businesses. From fund formation to operational optimization, we provide access to trusted vendors and advisory expertise across legal, tax, compliance, technology and operations, helping you build a resilient, scalable platform that meets investor expectations.