Our offer for financial intermediaries operating in Spain

Our products and services will assist you in planning and implementing your investment strategies so you can provide the best possible advice and support to your clients. Specialist teams provide expert advice and co-ordinate your access to all areas of UBS.

Products and services

  • Wealth management basic services
    With an account and securities account at UBS, your clients have access to all the products and services of the world's largest private bank.

  • Open fund architecture
    Our offer includes more than 200 funds selected according to quantitative and mainly qualitative criteria out of 3'000 investment funds licensed for distribution in Spain.

  • UBS Managed Fund Portfolio
    With our Managed Fund Portfolio - naturally with an open fund architecture - we help you to manage funds for your clients.

  • Customised Fund Solutions
    Assistance in establishing and managing your investment fund project.

  • Active trading access
    Direct access to events on the international stock markets optimise your investment success.

  • Structured investment products
    Investment strategies for an optimal risk/return combination. Our specialists will assist you in implementing your own structured products.

  • Alternative investments
    Access to GAM and O'Connor, two of the largest providers of alternative investments.

  • Events
    Specific events for financial intermediaries (conferences with analysts, strategy...).

Need more information? We look forward to hearing from you.