Private Wealth Solutions separately managed accounts

Private Wealth Solutions separately managed accounts

Private Wealth Solutions (PWS) is a separately managed accounts program that leverages the 35-year institutional investment discipline and process of UBS Asset Management (Americas) Inc. to meet the distinctive needs of high-net-worth investors. PWS offers:

  • Single-strategy portfolios including leading Municipal Fixed Income and Sustainable Equity strategies.
  • Multi-Asset Portfolios across risk categories with a choice of investment styles, security selection, active or strategic asset allocation, and taxable or tax-exempt fixed income preference.
  • Year-round tax-aware trading.
  • Tax optimization at the individual account level via UBS Asset Management's Personalized Tax Management (PTM) Overlay - for select Multi-Asset Portfolios.
  • Direct ownership of securities with the flexibility to customize holdings.
  • The simplicity of one account.
  • A dedicated portfolio management and implementation team.

PWS strategies are available to investors via UBS Wealth Management Financial Advisors. For more information, please contact your Financial Advisor.