Independent Asset Managers, Financial Consultants, and Family Offices

As a financial advisor, you know that wealth management is about long-term relationships built on reliability and trust. We bring the same principle to our relationship with you.

Our relationship with you and your clients is based on a simple, solid and transparent business model, best visualized as a triangle.

The business model - a transparent arrangement

The business model - a transparent arrangement
  • You design and implement independently your clients' investment strategy through personal service and advice. We support you in  implementing your ideas through high-quality products and services, access to a global platform and our specialists.
  • UBS is the custodian of your clients' assets and provides the clients with custody and execution services.

This model offers all parties a transparent and efficient platform for doing business