UBS Asset Management

UBS Asset Management is a large-scale and diversified asset manager, with a presence in 22 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes as well as platform solutions and advisory support, to institutions, wholesale intermediaries and wealth management clients.

We take a connected approach to find the answers to our clients’ investment challenges. Our global capabilities include equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities, that can also be combined into customized solutions and multi asset strategies. Complementing our investment offering, we provide professional white labelling services including fund set-up, accounting, asset valuation, NAV calculation and reporting elements for traditional and alternative funds.

The Dynamic Planner Risk Managed Decumulation strategies are managed by the Investment Solutions area within UBS Asset Management, a team made up of c.100 professional staff members.

We believe we have established ourselves as an industry thought leader in asset allocation, portfolio construction and risk management research with a clear investment philosophy. Asset allocation and currency expertise is at the heart of our offering, executed across a wide array of strategies – investing across all liquid asset classes and providing solutions to clients’ needs.

“Asset allocation and currency expertise are at the heart of our offering, executed across a wide array of strategies - investing across all liquid asset classes and providing solutions to clients’ needs.”

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