FIM Monaco

Services for Financial Intermediaries

We are committed to you and your clients and strive to provide complete solutions for your business. We're also dedicated to keeping you connected through innovative technology and navigating regulatory change. All so you have the time and resources that you need to serve your clients and focus on your business.

We offer a wide range of products & services

Research

  • UBS Wealth Management
  • CIO researchUBS Investment Bank researchAccess to UBS Wealth
  • Management CIO analysts

Investment Products

  • Capital Markets: Equities, Fixed Income, FX and Precious Metals (including Structured Products, Derivatives and ETD)
  • UBS funds, 3rd party funds, ETFs
  • Alternative investments: Hedge Funds, Private Equity, Real Estate
  • Actively Managed Certificates

Banking Products & Services

  • Credit & Liquidity Solutions
  • Lending Solutions
  • Tax & Regulatory Reporting

Asset Servicing

  • Global Custody (Multi Bank Reporting)
  • Portfolio solutions (asset management solutions)
  • Fund Services
  • Private Label Funds Solutions
  • Performance and Risk Analytics
  • Investment Accounting
  • Execution & Investment Management Services

Execution and Platform

  • IT platform (reporting,research)
  • Professional direct trade execution

Additional Services

  • Multi shoring
  • Art Advisory

Important information: Please note that for certain products and services minimum requirements have to be met and under certain conditions restrictions may apply. Certain products and services are subject to legal and regulatory restrictions and cannot be offered worldwide on an unrestricted basis and may not be available to the Financial Intermediary.

Contact

Here you can find the contacts for our Booking Center Monaco desk. We look forward to hearing from you and finding new solutions for your business.

Mathieu Pieffort

Head of FIM Monaco
10/12 Quai Antoine 1er
98000 Monaco

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