Partnering with financial intermediaries

UBS is committed to working with external asset managers and financial consultants in the UK to provide comprehensive products and services, a global research platform, a unique range of IT infrastructure and a competitive and flexible pricing model.

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 regard to the management of their assets. These are held in the corresponding personal account/custody account at UBS.

Financial Intermediaries possible business models

In choosing the UBS Financial Intermediaries (FIM) platform, you would benefit from our:

UBS Experience

Range of products and services

Excellent execution

Infrastructure/ IT excellence

Pricing

 

 

 

 

 

Our Business Developers, Account Managers and Specialists work with you

Access to best-in-class products (UBS and third-party products) and services

Smooth and speedy order execution

Leading IT Infrastructur

Competitive and flexible pricing models

We would like to put our vast experience at your disposal for a longstanding relationship

Direct Access to our product specialists

Execution of specific requests, according to your requirement

 
IT-supported business processes executed quickly and efficiently
 

 

 

Access to UBS Research

Execution of specific requests, according to your requirement

Custody, reporting