Independent financial intermediaries know the responsibility that comes with managing wealth. We're here to help, providing access to our team of specialists who are dedicated to serving you and your clients.
We're committed to providing solutions that help your business thrive. We’ll keep you connected with our state-of-the-art technology and make sure you’re set up to navigate any regulatory changes. All this allows you the time and resources that you need to serve your clients and focus on your business.
How it works
Either you manage your clients’ assets with a Power of Attorney (POA), according to an asset management agreement, or you advise your clients on the management of their assets. Your clients’ assets are held in a personal or custody account at UBS.
We support you with our regional expertise, a sophisticated international investment platform and comprehensive products and services.
Leading financial hub
Your clients’ assets will be booked in London, a major global financial centre, ranked largest in the world alongside New York.
We help you navigate regulatory change with our robust and transparent legal and regulatory framework.
Through our global network, we can offer you and your clients a broad range of international investment opportunities.
Our financial intermediary teams are dedicated to specific countries backed by our global network.
Products and services
We offer a wide range of products and services for you and your clients.
Research and investment products
- Research from our Chief Investment Office (CIO)
- Access to CIO analysts
- Capital markets: equities, fixed income, FX and precious metals (including structured products, derivatives and exchange-traded derivatives)
- UBS funds, third-party funds, ETFs
- Discretionary management1
- Alternative investments: hedge funds, private equity, real estate
- Institutional solutions1
Banking products and services
- Credit and liquidity solutions
- Lending solutions
- Property financing
- Aircraft financing2
- Single stock loans
- Corporate finance advisory1
- Wealth and succession planning
- Philanthropy services
- Art advisory2
Why UBS is your right partner?
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Important information: Please note that for certain products and services minimum requirements have to be met and under certain conditions restrictions may apply. Certain products and services are subject to legal and regulatory restrictions and cannot be offered worldwide on an unrestricted basis and may not be available to the financial intermediary. UBS does not give tax or legal advice. Clients should obtain their own independent tax and legal advice.
Please note that the information provided in this page is for Financial Intermediaries domiciled in the selected jurisdiction only and not intended for Financial Intermediaries domiciled outside of this country. If you are not domiciled in the jurisdiction of the current country webpage, please leave this page and enter your domicile webpage by selecting it in the country field area. By selecting your specific country you represent that you are a Financial Intermediary domiciled in this jurisdiction.
Certain products and services are subject to legal and regulatory restrictions and cannot be offered worldwide on an unrestricted basis and thus may not be available to the Financial Intermediary. In addition, for certain products and services minimum requirements have to be met and certain conditions and/or restrictions may apply in the relevant jurisdiction.