- UBS Partner is able to analyse millions of client portfolios daily and generates actionable investment options, enabling banks to enhance their advisory services
- Landmark launch with first client mandates won; work underway to rollout UBS Partner with Banca Generali
- White-label offering based on proven, world-class technology successfully used within UBS
12/03/2018 — LONDON — (BUSINESS WIRE)
UBS Asset Management has today announced the launch of UBS Partner, a white-label technology solution which will enable a step-change in the advisory process and client service offered by banks.
UBS Partner, which forms part of the UBS Platform Solutions offering, scans client portfolios on a daily basis, assesses individual portfolios against corresponding risk profiles, key instrument quality criteria and investment goals. Identifying those clients which are not on track to meet their personal financial goal, UBS Partner creates tailored, actionable investment options to best help them get back on course.
Ulrich Körner, President of UBS Asset Management, commented: “Banks today are facing significant challenges to address changing client needs and an increasingly complex regulatory landscape. To help navigate this environment, we have taken technology and processes used within UBS and scaled them to provide the tools and analytics enabling banks to transform the way they and their advisors work with clients.”
Thomas Stokes, Head of UBS Partner, said: “At its heart, UBS Partner is a technology-led, highly scalable, modular solution designed for ease of integration into banks’ existing systems. Through UBS Partner we hope to free up the time of bank advisors allowing them to focus on enhancing the services they offer to existing clients and also grow their client base.”
William Kennedy, Head of Client Coverage at UBS Asset Management, said: “We are excited to be able to offer access to UBS Partner globally, an immensely powerful solution which enables banks to change the conversation with their advisory clients centred on their investment goals. We believe this to be the first platform of its kind and we are delighted to already be working with Banca Generali to rollout UBS Partner to their client advisers in the near future.”
Notes to Editors
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