Structuring

Access to a global and efficient network

We support you in structuring your assets for greater security, efficiency and visibility and integrate your business partners of choice as well as including all your asset classes such as liquid and illiquid assets.

A consolidated overview of your investments

Do you need a flexible infrastructure that’s tailored to your investment requirements? We’ll help you design the best solution. This is based on the safe custody and efficient management of your assets within our global custodian network. All your partners, such as asset managers and brokers, can be flexibly integrated into this infrastructure.

Challenges

  • No consolidated investment overview of the total assets
  • Difficult compliance and risk monitoring
  • No consolidated performance calculation
  • Comparison of different asset manager

Solution

  • All assets centralized and safely kept
  • Excising relationships with 3rd party asset managers and brokers still persist
  • An overview of all investments and asset classes
  • Risk and performance controls easily performed

A solution that fits your requirements

A dedicated team of experts will support you in finding a suitable private label fund solution that fits your requirements. We will coordinate the implementation phase of your fund project and we will continue to provide you with professional advise after the launch of your fund.

Our offering

  • Support in the choice of fund jurisdiction and structure
  • Offer of extensive fund platforms dedicated to financial intermediaries
  • Project management during the implementation phase of the fund
  • Access to the global UBS network of experts

Your benefits

  • Team of experienced specialists fully focused on your fund project
  • Open architecture and competitive pricing
  • Single point of contact for fund related matters

Complete and efficient trading

Execution & Investment Management Services delivers you seamless, efficient solutions across multiple asset classes, and provides you with full-service prime brokerage and direct access to UBS product specialists.

Our offering

  • Exchange traded derivatives
  • Direct access to UBS product specialists
  • Forex overlay
  • Active and passive asset management mandates

Your benefits

  • Efficient trade settlement, reconciliation and consolidation
  • Increased market access via a trusted counterparty
  • Access to sophisticated execution services across different asset classes and markets