Our offer for financial intermediaries operating in France

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 a globally oriented bank.
  • Open fund architecture
    Our offer includes more than 120 funds selected according to quantitative and mainly qualitative criteria out of 4'500 investment funds licensed for distribution in France.

  • 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.

  • Events
    Specific events for financial intermediaries

  • Assurance Vie
    Life insurance products developed specifically for clients of financial services providers.

  • 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.

Modern technology

  • Electronic banking (UBS Connect France)
    This e-banking service provides financial intermediaries with access to up-to-date asset information, efficient processing of transactions, reporting functions and research and financial information.

  • Online research
    Detailed information on price data, financial markets, industries, companies and trading ideas

  • Integrated portfolio management
    Our data interface provides an important basis for your asset management. In addition, we can help you choose a suitable portfolio management system.

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