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UBS Global Asset Management
The asset management business division of UBS was formed through the merger of Union Bank of Switzerland and Swiss Bank Corporation in 1998.
In July 2000, the merger culminated in the integration of the investment teams of the respective asset management businesses, UBS Asset Management, Brinson Partners (whose Chicago origins date back to the early 1970s) and Phillips & Drew (established in London in 1895). In April 2002, with the integration completed, the business division was re-branded as UBS Global Asset Management, reflecting the truly global nature of their business.
UBS have a diverse client base located throughout the world. Approximately 60% of assets are from institutional clients and the remainder is from wholesale clients. UBS's clients include:
- Corporate and public pension plans
- Endowments, municipalities, charities and private foundations
- Insurance companies
- Governments and central banks
- Supranationals
- Wholesale intermediaries
- Distribution partners
- Financial institutions
- Private clients
UBS Global Asset Management offers diverse investment capabilities and styles across all major traditional and alternative asset classes. Specialist equity, fixed income, currency, hedge fund, real estate, infrastructure and private equity investment capabilities can also be combined in multi-asset strategies. Active investment styles encompass both value and growth and these are complemented by quantitative and indexed approaches.
UBS Global Asset Management devotes significant resources to creating and maintaining its systems. UBS run a number of proprietary systems including models and tools for equity and fixed income, real estate, research, hedge funds, valuations, risk monitoring and portfolio construction and management (All figures as at 31st March 2009).
Source: UBS Global Asset Management, May 2009
Investment returns may fluctuate and are not guaranteed. Prices can go down as well as up.
External funds
- UBS Global Allocation Pension fund
- UBS Global Blend (50:50) Pension fund
- UBS Managed Equity Pension fund
- UBS UK Equity Pension fund
