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.
Capabilities overview
Outsourced chief investment officer (OCIO):
Serving as your strategic partner, providing integrated portfolio management, investment advisory and digitalservices in support of the execution of your investment strategy.
Customized solutions:
Tailored investment strategies, designed to meet a specific client-defined need or goal.
Separately managed accounts (SMA):
Supporting the design and execution ofindividualized investment accounts.
Investment advisory services:
Serving as an extension of your investment team, providing investment advice and analytics as a service.
Investment infrastructure services:
Tailor-made fund management, servicing and governance solutions.
Digital solutions:
Technology-led solutions delivering greater productivity and superior client outcomes.
Partnership Solutions in action
Evolving the investment proposition of a large scale wealth manager.
An EMEA-based wealth manager came to us recently to leverage our expertise with respect to evolving their investment proposition and operating platform. Leveraging our perspectives on the shortcomings of the traditional OCIO model, we worked with their in-house team to co-design a centralized investment proposition.
Download the full case study
Strengthening currency policy to support strategic asset allocation
An institutional investor partnered with us to modernize their currency management framework as part of a broader effort to better align currency decisions with long-term portfolio objectives. We worked closely with the client to address fragmentation in their existing policy and co-design a more streamlined, forward-looking approach. The outcome was a simplified, dual-track currency strategy that could be embedded directly within the strategic asset allocation, supported by enhanced governance and reporting.
Download the full case study
Latest insights
- Rebounding from a supply shock
- Applying AI in multi-asset investing
- Rebuilding diversification: China, Asia and the next opportunity set
- When the old rules no longer apply
- Embracing alternatives in a supply-driven world
- Transition leads to opportunity in global real estate
- More growth, less heat
- Mind the fiduciary gap
- Leaning in
- The key to this cycle’s resilience
- Asia: Reform, innovation and room to run
- The Fed: Now and Later
- A spirited return to Asia and China
- A partnership to deliver breadth and depth on India equity
- Moment of clarity
- Can markets look past a worsening economy?
- Reimagining the single market: part one
- Europe: A strategic overweight?
- Finding Europe‘s elusive alpha
- Reimagining the single market: part two
- Walls of worry
- Structural shifts in Europe’s credit ecosystem
- Europe’s regulatory balancing act
- The ‘Sell America’ trade and its limitations
- Trump has constraints
- Making diversification great again
- American ‘Un’-exceptionalism?
- Navigating tariffs
- 2025 Fixed Income Default Study
- Buying bonds
- The Red Thread – Diversification edition – Webinar
- Can anything stop US exceptionalism?
- A brief history of diversification
- The non-linearity of diversification
- The beauty of indexing
- US election: Assessing the scenarios
- It pays to listen
- A critical window
- Geopolitical threats to the global economy an expert’s perspective
- Flash update
- Fundamentals, politics, or technicals?
- Opportunities outweighing risks in emerging markets
- The post-pandemic inflation spike: transitory or a sign of things to come?
- Q3 2024 equity market outlook
- Money Market Funds: Appeal set to expand in collateral in risk-management transactions
- Magnificent moats?
- Three Questions into Q3
- Alternative investments: Asset allocation strategies in a changing environment
- Charting China’s comeback
- European summer
- What if the Fed doesn’t cut?
- Q2 2024 equity market outlook
- Keeping it simple
- Offense over defense as global growth broadens
- EM investment grade sovereign hard currency debt in central bank portfolios
- Flash update
- What about valuations?
- Q1 2024 equity market outlook
- 2024 Fixed Income Default Study
- Broadening out
- A new game plan to invest in China
- Strategy Outlook
- Macro updates - keeping you up-to-date with markets
- Investment outlook - across markets and asset classes
