Investment solutions

White Labelling Solutions Made-to-measure solutions for specific needs

UBS is one of the leading providers of White Labelling Services for traditional and alternative fund structures. With many years experience, we are familiar with our clients' specific needs for which have devised innovative and tailor-made solutions.

For more than 20 years, we have been structuring, launching and administering wide range of investment funds for banks, regulated asset managers and institutional investors. Allowing you to concentrate on what you're doing best - asset management and/or distribution activities - we will help you by assuming the workload with our well experienced White Labelling Services:

  • Fund structuring (UCITS, AIFS, and other collective investments schemes)
  • Coordination and project management right across your fund range
  • Monitoring external service providers to whom as asset management and distribution are delegated
  • Risk management, compliance and governance services
  • Administration
  • Marketing reports and reports to investors, regulators and tax authorities as required by law

Bringing our expertise to you

We propose our services for several investment classes bundled with different possible fund structures according to Swiss, Luxembourg and Irish law.

Our bespoke and efficient investment fund solutions enable banks, asset managers, insurance companies, pension funds and other institutional investors to concentrate on their core functions and benefit from our extensive know-how, optimized processes and platforms.

UBS Management Companies collaborate with Northern Trust as the preferred service provider for all fund administration services for white labelling solutions. As a white labelling client you would generally have a contract with the selected UBS Management Company which supervises administrative as well as regulatory tasks and guarantees the desired Value Proposition.