UBS AM to reshape banking advisory services with new platform

UBS Asset Management has launched UBS Partner, a white-label technology solution aimed at reshaping the advisory process and customer service offered by banks.

UBS Partner, belonging to UBS Platform Solutions offering, will scan portfolios on a daily basis while assessing individual portfolios according to risk profiles, key instrument quality criteria and investment goals. Through the identification of those clients who are not on track to achieve their financial goals, UBS Partner can help them to get back on course.

Ulrich Körner, president of UBS Asset Management, said: “Banks today are facing significant challenges like addressing new client needs and facing an increasingly complex regulatory landscape. With the aim of helping them to navigate the current environment, we have taken processes used within UBS and scaled them in order to provide banks the tools and analytics enabling them to transform the way they (and their advisors) work with clients.”

Thomas Stokes, head of UBS Partner, added: “UBS Partner is a technology-led, highly scalable, modular solution designed for ease the integration into banks’ existing systems.”

Eugenia Jimenez
Eugenia Jiménez speaks Spanish and is Iberia Correspondent for Investment Europe covering Spain & Portugal, as well as assisting with coverage of Italy. She holds a UK NCTJ- accredited Multimedia News Reporting course and studied Journalism at the University of Sevilla. She has worked for local media organisations in Sevilla and Málaga, mainly in broadcasting as a news reporter, among other roles. She has also worked for a local newspaper in Sevilla, reporting on current affairs, local government and culture.

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