External asset managers
You manage your clients' assets with a Power of Attorney (PoA) according to an asset management agreement. These are held in the corresponding personal account/custody account at UBS.
External financial consultants
You advise your clients with regards to the management of their assets. These are held in the corresponding personal account/custody account at UBS.
Independent financial planners
You advise your clients upon their overall financial planning goals, whilst seeking to appoint a third party to oversee the investment management of their assets, along with the responsibility for the suitability of investment advice upon the assets held within UBS.