UBS Separately Managed Accounts

UBS Separately Managed Accounts (SMAs) leverage the 35-year institutional investment discipline and process of UBS Asset Management (Americas) LLC. to meet the distinctive needs of high-net-worth investors.

UBS single strategy SMAs and Multi Asset Portfolios (MAPs) are available on the Access, SWP and MAC programs.

UBS SMAs are available to investors via UBS Wealth Management Financial Advisors. For more information, please contact your Financial Advisor.

Key characteristics

Single-strategy portfolios including leading Municipal Fixed Income and Sustainable Equity strategies.

Multi-Asset Portfolios across risk categories with a choice of investment styles, security selection, active or strategic asset allocation, and taxable or tax-exempt fixed income preference.

Year-round tax-aware trading.

Tax optimization at the individual account level via UBS Asset Management's Personalized Tax Management (PTM) Overlay - for select Multi-Asset Portfolios.

Direct ownership of securities with the flexibility to customize holdings.

The simplicity of one account.

A dedicated portfolio management and implementation team.

Documents and commentaries

Relationship Summary For individual clients of UBS Asset Management (Americas) LLC.

There are fees associated with investing in separately managed accounts. For fees charged in connection with the Private Wealth Solutions program, please refer to the UBS Asset Management (Americas) LLC. Private Wealth Solutions Wrap Fee Program Brochure.

Nothing contained herein constitutes investment, legal, tax or other advice. This should not be construed as a solicitation, offer or recommendation to acquire or dispose of an investment, or to engage in any other transaction.

Risk considerations
Investors in the UBS Separately Managed Accounts Portfolios should be able to withstand short-term fluctuations in the equity and fixed income markets in return for potentially higher returns over the long term. The value of the securities held within the Portfolios changes every day and can be affected by changes in interest rates, general market conditions and other political, social and economic developments, as well as specific matters relating to the issuers and companies in whose securities the Portfolios invest. Securities held within the Portfolios are not guaranteed.