UBS Separately Managed Accounts (SMAs) leverage the 35-year institutional investment discipline and process of UBS Asset Management (Americas) LLC. 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.
UBS SMAs are available to investors via UBS Wealth Management Financial Advisors. For more information, please contact your Financial Advisor.
Key characteristics
Single-strategy portfolios including leading Municipal Fixed Income and equity strategies considering sustainable aspects.
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.
Documents and commentaries
Relationship Summary For individual clients of UBS Asset Management (Americas) LLC.
Relationship Summary For individual clients of UBS Asset Management (Americas) LLC.
Other SMA considerations
There is no assurance that a separately managed account (SMA) will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them. Market values can change daily due to economic and other events (natural disasters, health crises, terrorism, conflicts, social unrest, etc.) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration and potential adverse effects (portfolio liquidity, etc.) of events. Accordingly, you can lose money investing in an SMA.
Nothing contained herein constitutes investment, legal, tax or other advice. This should not be construed as a solicitation, offer or recommendation to acquire or dispose of an investment, or to engage in any other transaction.
Individual account holdings and performance may vary from the stated strategy composite cited due to a variety of factors such as, but not limited to account size, target weight, security prices, lot sizes, restrictions/substitutions and tax considerations.
Separately Managed Accounts discussed herein are offered through UBS Financial Services Inc., which serves as the program sponsor. UBS Financial Services Inc. provides consulting, custody and execution services to clients invested in the UBS Asset Management (Americas) LLC separately managed account strategies.
There are fees associated with investing in separately managed accounts. For fees charged in connection with the UBS Financial Services program, please refer to the UBS Financial Services ADV Wrap Fee Program Brochure.