Access to wide range of UBS products
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3000 +
stocks
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18000 +
bonds
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20 +
currency pairing
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20 +
commodities
Our products and services
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 by innovative technology and navigating regulatory changes. This gives you the time and resources that you need to serve your clients and focus on your business.
Our offering at a glance
Whether you are looking for a specific capability, need a customized investment solution or want insights into a particular investment theme, we can provide you with the answers you need. Explore our offerings by clicking on the investment solution of your choice.
UBS Transact Intermediaries
Simple execution with an IT platform you can rely on.
Your clients count on you for sound investment advice.- To do that, you need a reliable IT platform that's easy to use.
- With UBS Transact Intermediaries, you benefit from all the advantages of UBS Connect, our online banking platform for FIMs.
UBS Transact Intermediaries Premium
Tailored to your needs with professional execution services.
- Your clients count on you for sound investment advice.
- You want access to a sophisticated and reliable IT platform and professional execution services to make your operation as efficient as possible.
- With UBS Transact Intermediaries Premium, you can benefit from professional trading executed by a UBS specialist.
UBS Advice Intermediaries
Stay on course with a dedicated relationship manager.
- Your clients count on you for sound investment advice.
- You want to benefit from our investment expertise.
- With UBS Advice Intermediaries, your dedicated relationship manager will provide investment ideas and updates on relevant market developments for your aggregate portfolio.
UBS Advice Intermediaries Premium
Stay ahead of the curve with a dedicated multi-asset advisor.
- Your clients count on you for sound investment advice.
- You want to benefit from comprehensive and active investment content from a dedicated UBS specialist.
- With UBS Advice Intermediaries Premium, you'll be proactively notified about investment opportunities for your aggregate portfolio that you can apply when creating tailor-made solutions for your clients. Additionally, you receive a comprehensive annual review of your combined portfolio holdings.
Investment products and banking capabilities
We provide you with access to a broad range of investment products including research from our Chief Investment Office (CIO) and our Investment Bank.
We provide you with access to a broad range of investment products including research from our Chief Investment Office (CIO) and our Investment Bank.
Research
Research
- Wealth Management CIO research
- Investment Bank research
Investment Products
Investment Products
- Equites
- Fixed Income
- FX
- Real Estate
- Alternative Investments
- Commodities
- Investment Funds
- Structured Products
- Options
- Futures
- Sustainable & Impact Investing*
Beside our investment solutions, we offer a wide range of banking products. Let us know how we can help you.
Beside our investment solutions, we offer a wide range of banking products. Let us know how we can help you.
Banking products
Banking products
- Liquidity Solutions & Cash Management
- Tax & Regulatory Reporting
- Lending Solutions (e.g. single stock loans, structured credit)
- Private Label Fund Solutions
- Financing (e.g. Real Estate)
- Securities Lending
Please note that not all offerings might be available to a Financial Intermediary depending on the country of domicile and specific circumstances.
* This terminology refers to definitions in the UBS Sustainable Investing Framework and does not refer or relate to any product specific regulatory labelling regime or naming conventions.