White Labelling Solutions

Made-to-measure solutions for specific needs

UBS is one of the leading providers of White Labelling Services for traditional and alternative fund structures. For more than 20 years, we have been structuring, launching and administering wide range of investment funds for banks, regulated asset managers and institutional investors.


Delivering the best of our capabilities to you

 

 

Our expertise

Allowing you to concentrate on what you're doing best - asset management and/or distribution activities - we will help you by assuming the workload with our well experienced White Labelling Services:

  • Fund structuring (UCITS, AIFS, and other collective investments schemes)
  • Coordination and project management right across your fund range
  • Monitoring external service providers to whom as asset management and distribution are delegated
  • Risk management, compliance and governance services
  • Administration
  • Marketing reports and reports to investors, regulators and tax authorities as required by law

Services for several investment classes

We propose our services for several investment classes bundled with different possible fund structures according to Swiss, Luxembourg and Irish law.

Efficient investment fund solutions

Our bespoke and efficient investment fund solutions enable banks, asset managers, insurance companies, pension funds and other institutional investors to concentrate on their core functions and benefit from our extensive know-how, optimized processes and platforms.

Collaboration with Northern Trust

UBS Management Companies collaborate with Northern Trust as the preferred service provider for all fund administration services for white labelling solutions.

As a white labelling client you would generally have a contract with the selected UBS Management Company which supervises administrative as well as regulatory tasks and guarantees the desired Value Proposition.


Asset Classes / Strategies

Asset Classes / Strategies

Switzerland

Switzerland

Asset Classes / Strategies

 

Switzerland

Swiss structures and limited offering of offshore funds

Asset Classes / Strategies

Liquidity / Money Market

Switzerland

Asset Classes / Strategies

Fixed Income / Bonds

Switzerland


Asset Classes / Strategies

Equities

Switzerland

Asset Classes / Strategies

Commodities

Switzerland

Asset Classes / Strategies

Derivative strategies

Switzerland

°

Asset Classes / Strategies

Hedge Funds (FoF / direct)

Switzerland

• / °1

Asset Classes / Strategies

Real Estate (FoF / direct)

Switzerland

• / °3

Asset Classes / Strategies

Private Equity (FoF / direct)

Switzerland

• / •

Asset Classes / Strategies

Infrastructure (FoF / direct)

Switzerland

• / •

Asset Classes / Strategies

Special assets2

Switzerland

°

Asset Classes / Strategies

Asset Classes / Strategies

Luxembourg

Luxembourg

Asset Classes / Strategies

 

Luxembourg

Luxembourg, European and UK structures and limited offering of offshore funds

Asset Classes / Strategies

Liquidity / Money Market

Luxembourg

Asset Classes / Strategies

Fixed Income / Bonds

Luxembourg


Asset Classes / Strategies

Equities

Luxembourg

Asset Classes / Strategies

Commodities

Luxembourg

°1

Asset Classes / Strategies

Derivative strategies

Luxembourg

°

Asset Classes / Strategies

Hedge Funds (FoF / direct)

Luxembourg

• / •

Asset Classes / Strategies

Real Estate (FoF / direct)

Luxembourg

• / •

Asset Classes / Strategies

Private Equity (FoF / direct)

Luxembourg

• / •

Asset Classes / Strategies

Infrastructure (FoF / direct

Luxembourg

• / °1

Asset Classes / Strategies

Special assets2

Luxembourg

°

Asset Classes / Strategies

Asset Classes / Strategies

Ireland

Ireland

Asset Classes / Strategies

 

Ireland

Irish structures and limited offering of offshore funds

Asset Classes / Strategies

Liquidity / Money Market

Ireland

Asset Classes / Strategies

Fixed Income / Bonds

Ireland

Asset Classes / Strategies

Equities

Ireland

Asset Classes / Strategies

Commodities

Ireland


Asset Classes / Strategies

Derivative strategies

Ireland

°

Asset Classes / Strategies

Hedge Funds (FoF / direct)

Ireland

• / •

Asset Classes / Strategies

Real Estate (FoF / direct)

Ireland

• / •

Asset Classes / Strategies

Private Equity (FoF / direct)

Ireland

• / •

Asset Classes / Strategies

 Infrastructure (FoF / direct)

Ireland

• / •

Asset Classes / Strategies

 Special assets1

Ireland

°

 

 

German

German

English

English

Global

 

Fund Management Platform Services

German

de

English

en

 

Fund Management Services

German

de

English

en

 

Market Access and Corporate Services

German

de

English

en

 

White Label Funds

German

de

English

en

 

White Label Funds - Application Cases

German

de

English

en

 

White Label Funds - Solution for Wholesaler

German

de

English

en

 

White Label Funds - Solutions for Asset Owners

German

de

English

en

 

White Label Funds - Treasury Management

German

de

English

en

Switzerland

 

Qualified Investor Funds

German

de

English

en

 

Single Investor Funds

German

de

English

en

 

Single Investor Funds - Voting Rights

German

de

English

en

 

UBS Managed Account

German

de

English

en

 

White Label Fund - SICAV

German

 

English

 

 

White Label Fund - Solution for insurer

German

 

English

 

 

Representative Services

German

de

English

en

Luxembourg

 

UCITS Funds

 

AIFMD Reporting

 

Ireland

 

Irish Funds

 


If you require further information please get in touch.

UBS Asset Management Luxembourg

Please confirm you are resident in Luxembourg to proceed.

Reset