Intermediary services Working with you to deliver services to your clients

UBS is committed to working with external asset managers, financial consultants and independent financial planners in the UK to provide comprehensive products and services.

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.

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