Our expertise
Our mission is to create lasting value for our clients and stakeholders by offering seamless access to UBS’s full range of capabilities and services. Partnership Solutions is a full service, investments, advisory and technology solutions business. We leverage our global scale and dedicated investment and technology solution experts to deliver tailored portfolio management, investment advisory and digital solutions. For 160 years, we have built enduring partnerships, helping clients achieve their goals around the world.
What sets us apart
Access
Leverage the scale of the UBS global ecosystem, combining asset management, investment banking and wealth management capabilities and services.
Part of one of the world’s largest wealth managers giving differentiated insights and solutions for the wealth audience.
Number 1 Europe-based Index asset manager1 with leading capabilities in customized solutions.
Customization
Ability to customize solutions through our expansive global platform designed to address the complexity and uniqueness of our client’s needs.
Local teams operating in every major region and regulatory jurisdiction focused on specific client solutions.
Successful SMA2 business centered around client personalization.
Partnership
Crafting partnerships for over 160 years through cycles and over generations.
Serving every institutional, intermediary and private investor type globally, with USD 6.1 trillion in invested assets3 from clients across the world.
1 Based on AUM. USD 862bn in Index AUM for the combined firm. AUM reported in official UBS financial statements USD 807bn. Difference to above quoted AUM due to exclusion of index element in multi-asset strategies. Data as of 31 December 2024
2 Separately Managed Accounts (SMA)
3 Worldwide figures (rounded) as of 31 December 2024
Capabilities overview
Outsourced chief investment officer (OCIO):
Serving as your strategic partner, providing integrated portfolio management, investment advisory and digital services in support of the execution of your investment strategy.
Customized solutions:
Tailored investment strategies, designed to meet a specific client-defined need or goal.
Separately managed accounts (SMA):
Supporting the design and execution of individualized investment accounts.
Investment advisory services:
Serving as an extension of your investment team, providing investment advice and analytics as a service.
Investment infrastructure services:
Tailor-made fund management, servicing and governance solutions.
Digital solutions:
Technology-led solutions delivering greater productivity and superior client outcomes.
Contact our experts
Whether you have a question or a request, we will be happy to get in touch with you. Contact our UBS Asset Management team for more details.
