FIM Switzerland

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.

Why opt to book in Switzerland?

Switzerland is our home and the perfect place to achieve your clients' financial ambitions.

In Switzerland you benefit from:

  • A highly developed infrastructure
  • Political and economic stability and legal security
  • A long national tradition of wealth management

When you book with us in Switzerland you'll also get:

  • Financial intermediary teams dedicated to specific countries backed by a global network
  • A broad range of international investment opportunities
  • Continued innovation in technology

Our offering at a glance

We offer a wide range of products & services

Research

  • UBS Wealth Management CIO research
  • UBS Investment Bank research
  • Access 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
  • Value-based Investing
  • Institutional solutions
  • Actively Managed Certificates

Banking Products & Services

  • Credit & Liquidity Solutions
  • Lending Solutions
  • Financing (Real Estate Switzerland, Institutional Financing Capabilities)
  • Strategic Cash Advice
  • Single stock loans, structured credit
  • Securities Lending
  • 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

  • Professional IT platform (reporting, trading, research and admin functionality)
  • Professional direct trade execution

Additional Services

  • Multi shoring
  • Network/B2B introduction
  • Wealth Planning and Succession Planning
  • Philanthropy services
  • Art Advisory
  • Family Advisory
  • Corporate Finance Advisory
  • Escrow services

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.

We've developed a comprehensive platform to support your day-to-day work

Contact

Here you can find the contacts for our Booking Center Switzerland desks. Please choose your region or segment to find the correct contact name.

Switzerland

Claudio Scarfone

Head UBS Global FIM Switzerland
UBS Switzerland AG
Pelikanstrasse 6/8
8001 Zurich

Institutional

Severin Rupp

Head UBS Global FIM Institutional
UBS Switzerland AG
Pelikanstrasse 6/8
8001 Zürich

Europe

Dr. Beat Bachmann

Head UBS Global FIM Europe
UBS Switzerland AG
Pelikanstrasse 6/8
8001 Zurich

International

Mariana Gregori

Head UBS Global FIM International
UBS Switzerland AG
Pelikanstrasse 6/8
8001 Zurich

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