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.

UBS Global FIM – your institution of choice

UBS Global FIM – your institution of choice

Our business model

External Asset Manager /
External Financial Consultant (EAM/EFC)

Our business model

Banks, Regulated Brokers,
Life Insurance Companies (BBI)

Our business model

Why opt to book in Switzerland?

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

Investment Products

Banking Products & Services

  • UBS Wealth Management
    CIO research
  • UBS Investment Bank research
  • Access to UBS Wealth
    Management CIO analysts
  • 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
  • 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

Execution and Platform

Additional Services

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

Infrastructure/IT excellence

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.

Alain Gallati
Head UBS Global Financial Intermediaries Deutschschweiz

UBS Switzerland AG
Stockerstrasse 64
8002 Zürich

+41-44-237 25 64

Yves Charlet
Head UBS Global Financial Intermediaries Suisse romande

UBS Switzerland AG
Rue de Noirettes 35
1227 Carouge

+41-22-375 68 32

Claudio Scarfone
Head UBS Global FIM Ticino

UBS Switzerland AG
Piazzetta della Posta
6900 Lugano

+41-91-801 88 55

Severin Rupp
Head UBS Global Financial Intermediaries Institutional

UBS Switzerland AG
Stockerstrasse 64
8002 Zürich

+41-44-234 27 80

Dr. Beat Bachmann
Head UBS Global FIM Europe

UBS Switzerland AG
Stockerstrasse 64
8002 Zurich

+41-44-237 55 39

Claudio Scarfone
Head UBS Global FIM
Europe and Emerging Markets Switzerland

UBS Switzerland AG
Stockerstrasse 64
8002 Zurich

+41-91-801 88 55

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