UBS Independent Advisor Solutions

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Discover how a global wealth management firm can fuel your growth

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Leverage Your Independence

Gain the support of a global wealth management firm with a long history of helping our Financial Advisors meet the needs of their high net worth clients

Solutions to help differentiate your independence

Discover how UBS can help you grow your practice, beginning with alternative investments available through Envestnet and UBS custody capabilities for your client.

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Alternative strategies through the Envestnet Platform

Access a range of alternative investments from leading global alternative asset managers for your eligible clients.

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UBS Asset Management solutions through the Envestnet Platform

UBS Asset Management offers a powerful partnership of investment expertise, backed by independent global investment research and state-of-the-art risk management.

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UBS Brokerage, Custody, and Execution Services

For assets custodied at UBS, you and your clients will have access to a combination of robust product offerings and our trading and execution services.

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Lending and Deposit solutions for clients with custody at UBS

UBS Bank USA offers an extensive array of strategic financing and deposit solutions, for clients with assets custodied with UBS, to assist in holistic wealth management planning for sophisticated family offices, HNW, UHNW, and mass affluent individuals.

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Insights for a competitive edge1

We help independent investment advisors break through to the next stage of growth by providing access to research and insights to attract new assets, expand client reach, and drive thriving practices. Learn what our perspectives can add to your practice.