Financial intermediaries
Helping you help others
As an independent financial intermediary, you'll know that managing wealth is a big responsibility. We're here to help, providing solutions that help your business thrive. We’ll keep you connected with our state-of-the-art technology and make sure you’re set up to navigate any regulatory changes. All this allows you the time and resources that you need to serve your clients and focus on your business.
Either you manage your clients’ assets with a Power of Attorney (POA), according to an asset management agreement, or you advise your clients on the management of their assets. Your clients’ assets are held in a personal or custody account at UBS.
We support you with our regional expertise, a sophisticated international investment platform and comprehensive products and services.
Leading financial hub
Your clients’ assets will be booked in Luxembourg, a major European financial center where we’re present since 1973.
Solid framework
We help you navigate regulatory change with our robust and transparent legal and regulatory framework.
International opportunities
Through our global network, we can offer you and your clients a broad range of international investment opportunities.
Dedicated teams
Our financial intermediary teams are dedicated to specific countries backed by our global network.
Research and investment products
- Research from our Chief Investment Office (CIO)
- Access to CIO analysts
- Capital markets: equities, fixed income, FX and precious metals (including structured products, derivatives and exchange-traded derivatives)
- UBS funds, third-party funds, ETFs
- Discretionary management
- Alternative investments: hedge funds, private equity, real estate
- Institutional solutions
Banking products and services
- Credit and liquidity solutions
- Lending solutions
- Property financing
- Aircraft financing
- Single stock loans
Additional Services
- Multi-shoring
- Corporate finance advisory
- Wealth and succession planning
- Philanthropy services
- Art advisory
