Insight & control For greater insight

Insightful reports grant you a holistic overview on your total wealth, enable better investment and trading decisions.

Performance & risk analytics

Performance & risk analytics

We enable you to define your overall investment and trading strategy with analysis of your portfolio structure, performance figures and risk indicators.

Investment accounting

Investment accounting

Delegate your investment accounting to our accounting professionals and save time and cost.

Custodian Bank Fund Control

Custodian bank fund control

With UBS as your custodian bank, Investment Fund Act Compliance (IFAC) provides the necessary controls and offers you a modern, professional and independent control solution.