Our expertise

Our mission is to create lasting value for our clients and stakeholders by offering seamless access to UBS’s full range of capabilities and services. Partnership Solutions is a full service, investments, advisory and technology solutions business. We leverage our global scale and dedicated investment and technology solution experts to deliver tailored portfolio management, investment advisory and digital solutions. For 160 years, we have built enduring partnerships, helping clients achieve their goals around the world.

 

What sets us apart

  • Access

    Leverage the scale of the UBS global ecosystem, combining asset management, investment banking and wealth management capabilities and services.

    Part of one of the world’s largest wealth managers giving differentiated insights and solutions for the wealth audience.

    Number 1 Europe-based Index asset manager1 with leading capabilities in customized solutions.

  • Customization

    Ability to customize solutions through our expansive global platform designed to address the complexity and uniqueness of our client’s needs.

    Local teams operating in every major region and regulatory jurisdiction focused on specific client solutions.

    Successful SMA2 business centered around client personalization.

  • Partnership

    Crafting partnerships for over 160 years through cycles and over generations.

    Serving every institutional, intermediary and private investor type globally, with USD 6.1 trillion in invested assets3 from clients across the world.

1 Based on AUM. USD 862bn in Index AUM for the combined firm. AUM reported in official UBS financial statements USD 807bn. Difference to above quoted AUM due to exclusion of index element in multi-asset strategies. Data as of 31 December 2024
2 Separately Managed Accounts (SMA)
3 Worldwide figures (rounded) as of 31 December 2024

How we can help you

Outsourced chief investment officer (OCIO):

Serving as your strategic partner, providing integrated portfolio management, investment advisory and digital services in support of the execution of your investment  strategy.

  • Investment planning and portfolio design
  • Portfolio construction and implementation
  • Portfolio monitoring and reporting
  • Education and knowledge transfer

Customized solutions:

Tailored investment strategies, designed to meet a specific client-defined need or goal.

  • Multi-alternatives
  • Goals-based multi-asset
  • Multi-manager programs
  • Customized index solutions
  • Risk overlay solutions

Separately managed accounts (SMA):

Supporting the design and execution of individualized investment accounts.

  • SMA content: Direct indexing, customized overlay, tax management

Investment advisory services:

Serving as an extension of your investment team, providing investment advice and analytics as a service.

  • Asset allocation
  • Manager research
  • Sustainable investing
  • Investment risk advisory and reporting
  • Quantitative research and modelling

Investment infrastructure services:

Tailor-made fund management, servicing and governance solutions.

  • Regulatory, compliance and governance support services (Management company (ManCo) services)
  • Co-branded and white label fund solutions
  • UBS funds platform

Digital solutions:

Technology-led solutions delivering greater productivity and superior client outcomes.

  • Cloud-based wealth advisor workflow tool (UBS Partner)
  • SMA hub: Self-service SMA account management portal
  • UBS Delta: Global multi-asset risk system

Latest insights

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Contact our experts

Interested in hearing more about how we can support you? Our global strategist team is eager to learn more about your requirements during an initial consultation.