About us

You challenge. We solve.

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Both you and your clients expect superior service and personalized offerings. And you need an agile team to meet and anticipate your needs. Our global specialists will help identify opportunities for you to deliver on your strategy.

Our entire team, from senior management to back office, strives to exceed expectations.

We are service-driven and look to develop the best solutions for our FIMs and their clients. Our business model is developed specifically to foster collaboration; together we find the best opportunities for your business to grow.

Our Management Team

A global and diverse group of people who are focused on improving what we offer to our clients.

Meet our global leaders

Andreas Oggier

Andreas Oggier

Head Global Financial Intermediaries

Potrait of Stefan Berger

Stefan Berger

CS GEAM Delegate & Head FIM Multi-Asset Advisory International

Potrait image of Andreas Moser

Andreas Moser

Head FIM Deutschschweiz

Claudio Scarfone

Claudio Scarfone

Head FIM Romandie & Ticino

Adrian Pfammatter

Adrian Pfammatter

Head FIM Core Switzerland

Dominik Münchbach

Dominik Münchbach

Head FIM Europe & Institutional

Potrait of Benjamin Maier

Benjamin Maier

Head FIM International

Potrait image of Patrick Busse

Patrick Busse

Co Head FIM APAC

Potrait of Markus Haeny

Markus Haeny

Co Head FIM APAC

Potrait of Andreas Rathgeb

Andreas Rathgeb

Chief of Staff Global FIM
Integration Lead Global FIM

Our Business Model

Your business is unique. So is our offer to you.

As an external asset manager, your passion is to deliver the best results for your clients. We share the feeling. Through our transparent business model, we first spend time to understand your unique needs, then show you investment opportunities using UBS’s unparalleled capabilities.

Our triangular model

As an independent wealth manager, you need clarity. That’s why your relationship with us is simple, solid and transparent.

Your focus is on the independent design and implementation of your clients’ investment strategies - delivered through high quality personal service and advice. Our focus is to support you with the best products and services to execute these strategies.

Our commitment also extends to your clients. We provide custody and execution services through an easy technology platform where you both can easily view the performance of the client's assets.


Our Value Proposition

UBS Global FIM – your institution of choice

We are committed to you and your clients and strive to provide complete solutions for your business. We're also dedicated to keeping you connected through innovative technology and navigating regulatory change. All so you have the time and resources that you need to serve your clients and focus on your business.

We're committed to you and your clients - We have  passionate team who represents your interests

So you…

… can always rely on the best possible service

We provide complete solutions - We have the span and scope to cater to your individual needs - whether basic or complex

So you…

…have more time to serve your clients and be free to focus on your business

We keep you connected - We leverage our global network of experts to ensure an innovative and consistent level of service

So you…

…can maximize efficiency with a robust technology platform

…feel comfortable understanding regulatory complexity and determining investment suitability for your clients