Fiduciary services
Professionalism and confidentiality for you, your family and your company.
Are you looking for a customized solutions to manage and protect your assets? We’re here for you.
UBS Fiduciaria is your ideal partner if you want to optimize the planning, administration and protection of the assets of your family or business, with and with professionalism and confidentiality vis-à-vis third parties.
Together, Stronger
Together, Stronger
The merger of UBS Fiduciaria and Credit Suisse Servizi Fiduciari further strengthens our position in the market.
Our clients will continue to receive excellent service, and benefit from an even broader range of solutions, the expertise of the best specialists in the market and economies of scale.
With over 25 years of local experience we are today one of the leading fiduciaries in Italy. We also enjoy the unique advantage of being a leading and truly global wealth manager, with resources and expertise in the management of substantial private assets.
- Fiduciary mandates
- Trusteeship relationships with banks and financial intermediaries, including those abroad, to ensure discretion and confidentiality of your data
- Withholding agents in relations with banks or foreign intermediaries, exempting you from certain complex regulatory requirements
- Consolidated view of your assets including with third parties to monitor overall risk and costs incurred
- Execution of deeds of gift on behalf of the settlors
- Planning for property, insurance and inheritance
In addition, we offer specific and dedicated services to entrepreneurs, such as
- Mandates to collect on escrow agreements
- Support with M&A transactions
- Administration of shareholder agreements
Find out how UBS can help entrepreneurs with their businesses, families and assets.
Glossary
Trusteeship of assets: Administration of financial assets, investments and others, and assets. Estate management encompasses the planning and allocation of financial resources and activities to achieve specific goals.
Escrow agreement: A trust agreement in which a third party (the escrow agent) holds funds, documents or other assets until certain contractual conditions are met.