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.