Asset Managers and Multi-Family Offices

As an independent asset manager, investment or transaction intermediary, liability cover provider or multi-family office, you want to focus on investing your clients‘ assets. We can support you in this regard with our individual product solutions, e-banking tools and countless other services.

We give you access to exclusive services within the UBS Group. This offering includes services from our Investment Bank, Wealth Management and Asset Management.

Our strategic "Life Cycle" advisory includes:

  • Services for new business founders
  • Support in recruiting new staff
  • Staff training
  • Solution-oriented information on current regulatory matters
  • Admittance to UBS specialist events

 

Our sales support provides:

  • Organizational support in planning your events
  • Help in acquiring new clients
  • Joint events for existing and potential clients

The following features allow you to lower your expenses and maximize your profits:

  • Global investment expertise and an open as well as a  transparent product architecture
  • Attractive retrocession fees for UBS and third-party funds
  • Quarterly settlement and payment of retrocession fees for funds booked with UBS Deutschland AG
  • Calculation of payments based on each individual fund
  • Access to international booking centers

Our modern e-banking solutions with customized interfaces to your portfolio management system support you with:

  • A high degree of operational security
  • Tailored pricing
  • Interfaces to connect to your portfolio management system
  • Block, unit and volume orders with three decimal places
  • Access to leading tools such as UBS Equity and Foreign Exchange Investor to design your own structured products for client portfolios
  • Comprehensive reporting services

Our capital market and product specialists provide you with broad-based advice and can support you in selecting and creating individual solutions geared to your specific requirements such as:

  • The design and booking of tailored structured products
  • Information regarding investment instruments with capital protection to supplement portfolio returns
  • The development of hedging and optimization strategies
  • Invitations to events about capital markets and product-related topics with world-renowned analysts and strategists
  • Access to the Quotes platform for UBS Research, price information, FundFinder and much more

We also provide you with a dedicated team for launching private label funds.