UBS Expands Client Offering for SMA to Include Third Party Asset Manager Strategies With No Additional Fees

18 strategies


Annotation 2020-06-24 095604
CC-BY-SA-2.0, FlickrPhoto: Martin Abegglen . Foto:

Author: Gabriela Huerta

UBS Wealth Management USA clients will now also have access to zero management fee strategies from Natixis/AIA, Breckinridge Capital Advisors and Goldman Sachs Asset Management in July

Strategies from Franklin Templeton, Invesco, Brandes Investment Partners and PIMCO planned for August

In January 2020, UBS became the first firm to provide clients with access to select SMAs with no additional manager fee