Manager Details

UBS Asset Management is a large-scale asset manager, with a presence in 23 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes 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, our fund services business provides professional white labeling services including fund set-up, accounting and reporting for traditional and alternative funds.

Invested assets totaled CHF 744 billion (EUR 650 billion, GBP 573 billion, USD 768 billion) as of 30 September 2017. We are a leading fund house in Europe, the largest mutual fund manager in Switzerland[1], Europe's 4th largest money manager[2] and a major international firm in APAC.

We also have a fast-growing and sizeable passive offering, being among the top 10 firms globally and second largest in Europe for index management[3] as well as fourth largest ETF provider in Europe[4], innovating in areas such as smart beta and alternative indices.

We are a truly global firm with principal offices in Chicago, Frankfurt, Hartford, Hong Kong, London, New York, Singapore, Sydney, Tokyo and Zurich.

[1] Morningstar/Swiss Fund Data FundFlows, September 2017
[2] Institutional Investor Euro 100, based on data to 30 June 2016 (based on discretionary assets only, UBS WM and AM combined, excluding fund of funds assets)
[3] UBS Asset Management, December 2016
[4] ETFGI European ETF and ETP industry insights, July 2017

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Head Office
Bahnofstrasse 45
Zurich
CH-8098
Switzerland
Company website:
https://www.ubs.com/global/en/asset-management.html
Parent Company:
UBS AG.
Year Founded:
1862
No. of investment offices worldwide:
11

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