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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. With many years experience, we are familiar with our clients' specific needs for which have devised innovative and tailor-made solutions.

White Labelling-Solutions

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. 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
Private Label Fund

Bringing our expertise to you

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

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.

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.

 

Fund Domicile

Switzerland

Luxembourg

Ireland

 

Swiss funds and limited offering of offshore and alternative funds (e.g. Cayman funds)

Luxembourg, European and UK funds as well as limited offering of offshore and alternative Products (e.g. Cayman funds)

Irish funds and limited offering of Cayman funds

Traditional

 

Single hedge funds

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Fund of hedge funds

Institutional funds / QIF

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ETF1

 

Private equity

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Real estate

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Infrastructure

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German

English

French

Global

Fund Management Services

de (PDF, 1 MB)

en (PDF, 1 MB)

fr (PDF, 129 KB)

Market Access and Corporate Services

de (PDF, 153 KB)

en (PDF, 159 KB)

fr (PDF, 130 KB)

White Label Funds

de (PDF, 1 MB)

en (PDF, 1 MB)

fr (PDF, 129 KB)

White Label Funds - Application Cases

de (PDF, 173 KB)

en (PDF, 166 KB)

fr (PDF, 139 KB)

White Label Funds - Solution for Wholesaler

de (PDF, 158 KB)

en (PDF, 1 MB)

fr (PDF, 149 KB)

White Label Funds - Solutions for Asset Owners

de (PDF, 1 MB)

en (PDF, 1 MB)

fr (PDF, 182 KB)

White Label Funds - Treasury Management

de (PDF, 154 KB)

en (PDF, 147 KB)

fr (PDF, 116 KB)

Switzerland

Qualified Investor Funds

de (PDF, 185 KB)

en (PDF, 1 MB)

fr (PDF, 153 KB)

Single Investor Funds

de (PDF, 1 MB)

en (PDF, 1 MB)

fr (PDF, 237 KB)

Single Investor Funds - Voting Rights

de (PDF, 133 KB)

en (PDF, 792 KB)

fr (PDF, 122 KB)

UBS Managed Account

de (PDF, 1 MB)

en (PDF, 1 MB)

fr (PDF, 267 KB)

White Label Fund - SICAV

 

 

 

White Label Fund - Solution for insurer

 

 

 

Representative Services

de (PDF, 171 KB)

en (PDF, 1 MB)

fr (PDF, 162 KB)