Working with financial intermediaries in Jersey

Partner with one of the world leaders in wealth management and custody services. Our dedicated, specialist team provides expert advice and assistance as well as facilitates access to the UBS FIM offering, allowing you to focus on your core competencies and client relationships.

Our FIM offering is suited to Asset Managers, Trustees and Banks. We pride ourselves in offering a dedicated service with your needs in mind. You will have one point of contact who will assist you with all your requirements.

  • Portfolio management services
  • Direct access to a broad range of investment solutions and custody/execution services.
  • Specialist asset and liability management services for your clients, no matter how complex their needs.

  • Custody & Execution
  • Execution of trades across global markets
  • Settlement of trades booked with third party brokers (subject to approval)
  • Full range of banking products and services

  • Streamline reporting
  • Comprehensive reporting.
  • Online access for both you and your clients.

  • Wealth management research
  • Global independent research.
  • Timely and expert insights to stay on top of the latest market trends.

Want to know more? Our experts will be glad to provide additional information.