Services for financial planners A comprehensive range of services for financial planners

Choosing a private banking partner has become a critical decision for financial planners wanting to deliver the fullest possible service to their clients.

A partnership with UBS gives your clients access to the expertise of one of the world's leading private banks. We offer access to the entire UBS private client offering, but clients introduced to UBS by yourselves as our strategic partner remain your clients throughout: we work together with you as their trusted advisor.

Our model

Services for financial planners

The Strategic Partnerships team is dedicated to ensuring you make the most of our partnership.

The team will act as your gateway to the range of solutions and insights available via UBS, putting you in touch with the relevant specialists and work with you to determine which of our services may be best suited to the needs of your clients.

Our services

  • Dedicated Client Advisors aligned to the Financial Planner.
  • Client identifiably linked to their Financial Planner.
  • Strategic Partner Pricing Model.
  • Client aligned to any of our six UBS regional locations.
  • Client Financial Planning payment service.
Dedicated Client Advisors aligned to the Financial Planner
Client identifiably linked to their Financial Planner
Strategic Partner Pricing Model
Client aligned to any of our six UBS regional locations
Client Financial Planning payment service.
  • Direct access to a broad range of investment solutions.
  • Specialist asset and liability management services for your clients, no matter how complex their needs.
  • Access to comprehensive investment research.
  • Timely and expert insights to help stay on top of the latest market trends.
  • 3rd Party Cash and income solutions.
  • Advisory Portfolio Management services.
  • Lending facilities.
  • Charitable foundations.
  • Comprehensive reporting
  • Online access for both you and your clients.