Our offer for financial service providers licensed in Germany

Our products and services will assist you in planning and implementing your investment strategies so you can provide the best possible advice and support to your clients. Specialist teams provide expert advice and co-ordinate your access to all areas of UBS.

  • Wealth management basic services
    With an account and securities account at UBS, your clients have access to all the products and services of a global bank.

  • Open fund architecture
    Through us you gain access to almost all available products, including investment funds. You benefit from preferential conditions for over 3,000 investment funds registered for distribution in Germany.

  • Customised Fund Solutions
    Assistance in establishing and managing your investment fund project.

  • Company Foundation Service
    If you wish to become an independent financial services provider in Germany, we and external specialists can support your activities: company foundation, application for a licence, mandatory disclosure and reporting requirements, searching for offices, selecting staff, implementing infrastructures and all other action required for starting up a business.

  • Online research
    Research information and online publications world wide.

  • UBS Managed Fund Portfolio
    With our Managed Fund Portfolio - naturally with an open fund architecture - we help you to manage funds for your clients.

  • Active Trading Access
    Direct access to events on the international stock markets optimise your investment success.

  • Structured investment products
    Investment strategies for an optimal risk/return combination. Our specialists will assist you in implementing your own structured products.

  • Business consulting
    Corporate development and succession planning.

  • Events
    Specific events for financial intermediaries.

  • Electronic banking (UBS Connect Germany)
    This e-banking service provides financial intermediaries with access to up-to-date asset information, efficient processing of transactions, reporting functions and research and financial information

  • Data interface
    Our data interface provides an important basis for your asset management. In addition, we can help you choose a suitable portfolio management system.

  • E-banking for your clients
    If you wish we can give your clients access to state-of-the-art e-banking tools.

  • Online forms
    For the booking locations in Germany selected forms are available on websites for an efficient account/custody account administration process. For the booking location Switzerland special account opening processes are applied.

  • UBS KeyInvest
    All UBS Investement Bank investment products, including news, research and trading ideas.

Need more information? We look forward to hearing from you.