Our business model

Your business is unique. So is our offer to you.

As an external asset manager, your passion is to deliver the best results for your clients. We share the feeling. Through our transparent business model, we first spend time to understand your unique needs, then show you investment opportunities using UBS’s unparalleled capabilities.

Our triangular model

As an independent wealth manager, you need clarity. That’s why your relationship with us is simple, solid and transparent.

Your focus is on the independent design and implementation of your clients’ investment strategies - delivered through high quality personal service and advice. Our focus is to support you with the best products and services to execute these strategies.

Our commitment also extends to your clients. We provide custody and execution services through an easy technology platform where you both can easily view the performance of the client's assets.

External Asset Manager /
External Financial Consultant (EAM/EFC)

Banks, Regulated Brokers,
Life Insurance Companies (BBI)