Wholesale House
The strategic solutions platform for intermediaries and asset managers
The Wholesale House showcases our strengths within the Investment and Distribution areas, as well as our robust platform abilities. We offer investment capabilities across all major traditional and alternative asset classes to a wide range of clients.
What do we offer
Five modular pillars within the Investment, Distribution and Platform Services.
Investment & Distribution Services
Products
Bundling the essence of our investment strengths
- Comprehensive range of capabilities across the asset class spectrum centered around five key investment strengths
- Teams with distinct investment philosophies to navigate different market cycles
- Broad geographic reach
- Unique understanding of client needs across the globe
Bespoke
Providing customised content and structure
- Wide range of services from restructuring portfolios to creating discretionary mandates
- White labelling and sub advisory capabilities
Partnership program
Client training and joint distributor events
- Tailored education programs in various global locations on a broad range of topics
- Helps your distribution organisation to navigate through product and regulatory complexity
Platform Services
White Labelling Solutions
- UBS's center of excellence for third party fund concepts and bespoke solutions.
- Specialized in structuring, launching and administering tailor-made traditional or alternative fund solutions for wholesale, institutional and wealth management clients in Europe, Middle East and APAC
UBS Partner
Advisory platform powered by state of the art technology
- Infrastructure and advisory expertise – marrying state of the art technology with top-notch investment know-how
- Bespoke tool provides all the modules needed to implement a systematic advisory process to keep your entire client book on track
- Access to the UBS Partner Workbench enabling sales teams to work in a more efficient and structured manner.
