UBS Separately Managed Accounts

UBS Separately Managed Accounts (SMAs) leverage the 35-year institutional investment discipline and process of UBS Asset Management (Americas) Inc. to meet the distinctive needs of high-net-worth investors. UBS single strategy SMAs and Multi Asset Portfolios (MAPs) are available on the Access, SWP and MAC programs.

  • 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.

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

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UBS Asset Management in the United States

The website contains general information about UBS Asset Management (Americas), Inc., UBS Hedge Fund Solutions LLC, and UBS O'Connor LLC, collectively known as "UBS Asset Management". The information contained on this website does not constitute investment advice or a recommendation to purchase or sell any securities or other financial instrument or any particular strategy or fund. Market commentary, product information and related performance data available on this website has been compiled from sources believed to be reliable and is provided in good faith for informational purposes only. UBS Asset Management does not guarantee the accuracy, suitability or completeness of information contained on this website, and all such information, including but not limited to performance data and related metrics, is subject to change without notice. Certain content on this website is intended for institutional investors and their financial representatives only, and should not be relied upon by retail investors or members of the general public.

Market commentary and similar statements contained herein are based on current expectations and may be considered “forward-looking statements.” Actual future results, however, may prove to be different from expectations. The opinions expressed are a reflection of UBS Asset Management’s best judgment at the time of posting, and any obligation to update or alter any forward-looking statement as a result of new information, future events, or otherwise is disclaimed.

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