Partner with one of the world leaders in wealth management. Our dedicated, specialist team provides expert advice and facilitates your access to the UBS private client offering, allowing you to focus on your core competencies and client relationships.
At UBS we offer an advice-based investment solution and partnership model that helps you to manage the risk profile of your business.
We offer an attractive revenue sharing model and transfer of the full investment advice risk through a time-saving and efficient service.
- Portfolio management services
- Direct access to a broad range of investment solutions.
- Specialist asset and liability management services for your clients, no matter how complex their needs.
- UK buy-out option
A unique opportunity to realise value inherent in your business (subject to specific terms).
- 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.