Intermediary services
Serving financial intermediaries is a well-established business line at UBS. Our presence in France goes back over 25 years, serving management companies, independent wealth management advisors, French and Luxembourg life insurance companies as well as family offices.
In addition to account opening services, we provide clients of financial intermediaries with all the local services of a major private bank: Lombard loans, wealth engineering and business transfer expertise, on top of giving them access to the UBS Group products, spanning both research and private equity.
Our dedicated business department
A client-focused team, attentive and committed over the long term.
We support our financial intermediary partners by offering them solutions with an open architecture that are of considerable value for their clients.
We run a FIM Club for our partners which enables them to share experiences and helps them develop their business.
Our business area now includes:
- 50 management companies
- 35 financial advisory firms
- Over EUR 4 billion in assets
- 1800 end-clients
