1. Independent Asset Managers
  2. IAM teams and their services
Independent Asset Managers

IAM teams and their services

IAM teams and their services

At UBP, our IAM Department’s set-up has been designed to deliver the most efficient and comprehensive range of services. Some of our professionals focus solely on our relationships with IAMs and provide access to the Bank’s specialists and to its top decision makers, and others focus exclusively on operations.

Relationship Managers

These are your own dedicated and trusted contacts at the Bank. RMs put IAMs in touch with the Bank’s specialists in order to optimise the service given to the end client. These services range from account-opening to setting up structured financing transactions, such as Lombard lending or mortgages, and wealth planning and tailored requests. UBP puts thirty RMs with an average of fifteen years’ experience at the disposal of IAMs.

Investment Advisors

They will facilitate access to our advisory platform and daily advisory mailing (subject to certain conditions), direct contact with product specialists (fund managers, alternative fund advisors, third-party fund advisors, the private markets team, structured product experts, etc). The Investment Advisor can also refer you to our Discretionary and Advisory teams to further leverage on their expertise.

IAM Operations

This team deals with order-processing, administration, e-banking, credit cards, etc.

The Trading Room’s Direct Access Client team

This gives global access across all major markets from 8:00 a.m. to 10:00 p.m. and across all financial instruments, including equities, bonds, FX, precious metals and structured products.

IT solutions*

We give you access to our wealth management IT system, enabling you to put in orders directly and get account statements. We also provide data feeds so that you can consolidate assets in your own fintech systems. In addition, we offer a UBP FX life system, which allows you to place FX deals directly with the bourse online without the need for any intermediary. End clients can use our own e-Banking system which allows them to carry out digital payments, send encrypted e-mails, attend videoconferences, and get the full efficient view of their portfolios including performances, as well as other UBP-related information.

*Availability of the solution varies depending on the jurisdiction

Our areas of expertise

Investment Expertise

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