Financial Intermediaries

Financial Intermediaries

Financial Intermediaries At your service. Anytime, anywhere.

As an independent financial advisor or multifamily office, your needs are at the heart of our business. At UBS Global Financial Intermediaries, our global teams are dedicated to helping you navigate financial markets with confidence. And our technology allows you to execute investment strategies at speed. No matter where you are in the world, and no matter how complex your business may be.

About us

You challenge. We solve.

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.

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

With over 400 dedicated staff in 11 countries, this diverse team is committed to exceeding your expectations.

Together, we collaborate to find the best solutions for your clients and the best opportunities for you to grow your business.

Solutions

We provide sharp opinions. You make the smart decisions.

You'll find us in 11 countries, which give us the span and scope to cater to your individual needs, whether basic or complex. Choose from a wide range of products and services designed with the unique needs of Financial Intermediaries and their clients in mind.

Solutions

How we can help

You look for a partner who can translate the latest equity trends and currency movements into something useful. We have a global network of 900 researchers, strategists and economists to cover all key markets and asset classes. Someone is always on watch to turn market movements into compelling investment topics.

We've developed a comprehensive technology platform to support you in your day-to-day work. Benefit from easy access to live market data and fast, secure and reliable trade execution. Plus sophisticated portfolio reporting options to help you save time. Find the right tool for your business with our interactive E-Tools wheel.

You need choices. We offer a wide range of strictly selected investment products, both from UBS and third party providers. Need structured products? Alternative investments or private label funds? No problem, we offer these options and tailor them for external asset managers.

Your clients could benefit from diversifying their wealth internationally. Our global presence and expertise in geographical and currency diversification can help you protect their wealth in a safe and tax-compliant way.

Go local

Local markets require local solutions. Visit your local website for the offering in your country.

Insight

How today's trends turn into tomorrow's opportunities

Today's markets are important. But it's also critical to know more about tomorrow's opportunities. Our insight helps keep you informed.

Our internal experts share the latest in technology, business growth, the regulatory landscape and more. Read what they think about the future.

You're interested in strategic topics, regulatory updates or simply networking with your peers. Our events bring together experts and members of the EAM community.

What's next for external asset managers? We've done the global research to see what they think about the future, regulatory updates and more.

Get in touch

Contact us and we will be happy to help you find solutions.