Client Testimonials
What our clients say
Service quality
UBS Asset Servicing is the ideal partner for pension funds with complex investment structures. Their experienced staff and the quality of the data and service they provide make UBS a market leader in Asset Servicing for alternative investments.
Martin Roth, Managing Director Manor Pension Fund
Collaborative partnership
We have a long-standing partnership with UBS. The close cooperation with UBS Asset Servicing allows us to review new business ideas efficiently and effectively and therefore enables a fast implementation of projects that are relevant to our success.
Jan Grunow, Head Investment Operations, Swiss Life Asset Managers
Quick and pragmatic
Asset Servicing specialists provide expert support at all times and respond quickly and pragmatically to our needs.
Patrick Stauber, Chairman of Alpinum Investment Management AG
Solution-oriented
An email or short phone call are all that's needed to solve my problem. It's great to have a dedicated contact person within Asset Servicing who understands my concerns and supports me with helpful solutions.
Rolf Bolliger, Managing Director SHP Collective Foundation
Experienced
Our Asset Servicing team is highly experienced and has delivered a consistent, first-rate service for years. We are very satisfied with their availability and the high-quality service.
Marcel Rösch, Chairman of the Board of BANTLEON SELECT SICAV, CFO and member of the executive board of Bantleon Bank Ltd.
Our value proposition
Our value proposition
Long-standing relationship
We value the stable, long-standing relationship with our UBS advisors. They have always provided a reliable and flexible service.
Patrick Stauber, Chairman of Alpinum Investment Management AG
Global network
As a Swiss bank with a global focus, UBS offers a high standard of quality, networking opportunities and displays a sound understanding of the financial and regulatory challenges of a Swiss pension fund.
Martin Roth, Managing Director Manor Pension Fund
Timesaving
The fact that UBS reclaims country-specific withholding taxes as part of our Asset Servicing mandate is a big relief: we save time and can rely on a professional completion.
Employee Benefits Foundation of Rivella AG
Digital insights
Digital insights
Experts
UBS offers a very broad range of reporting tools. We appreciate the straightforward, flexible access to their experienced experts.
Markus Leuthard, CIO Vita Collective Foundation
Solutions
UBS’s comprehensive Asset Servicing solution gives me a better overview of my investment structure and makes day-to-day business easier, allowing me to focus on main business activities.
Rolf Bolliger, Managing Director SHP Collective Foundation
Seamless & on time
Investment Reporting and Accounting are prepared by UBS: cooperation and communication is seamless; the reports are always delivered on time.
Employee Benefits Foundation of Rivella AG
UBS Asset Wizard
UBS Asset Wizard
Strategic cockpit
The UBS Asset Wizard is a strategic cockpit. It makes it easier for us to make investment decisions across all mandated wealth managers.
Stefan Boenders, CFO Ricola Pension Fund
User-friendly
The UBS Asset Wizard is a powerful and surprisingly user-friendly tool which gives me both a consolidated and a detailed view of my investment data at any time. A qualified team of experts are always on hand to support my different investment needs promptly and efficiently.
BLSV, Global Family Office (GFO client)
Innovative
The UBS Asset Wizard is a very important strategic tool for us that is being continuously developed based on our wishes and needs. This focus on innovation is what sets UBS apart.
Markus Leuthard, CIO Vita Collective Foundation
Customized
UBS Asset Wizard allows us to access our data simultaneously and at any time. Its modular and user-friendly design enables tailoring of individual reports, which is something we particularly appreciate.
Employee Benefits Foundation of Rivella AG