Best International Private Bank – Discretionary Portfolio Management
UBS Global Wealth Management APAC
Adrian Zuercher
co-head global asset allocation and co-head global investment management, APAC, UBS Chief Investment Office, UBS Global Wealth Management APAC
We are honoured to be recognised for our excellence in the industry. This success is a testament to our unwavering commitment to clients across Asia Pacific and the disciplined investment philosophy that guides every portfolio and discretionary solutions we manage.
This year, we further enhanced the customisation of our discretionary offerings at scale through UBS My Way and elevated the digital experience, empowering both our advisors and clients to act with confidence. From our flagship multi-asset solutions to our innovative UBS My Way offering, which allows unique customisation at scale from 80+ investment building blocks, to our bespoke premium solutions for our most complex client needs, we can truly meet all our clients’ needs.
Above all, this accolade celebrates the dedication of our investment professionals and client advisors, who partner with clients every day to deliver consistent results through all market cycles.
Monica Chatterjee
co-head global investment management, APAC, UBS Chief Investment Office, UBS Global Wealth Management APAC
Winners Rationale
“UBS Global Wealth Management APAC (UBS GWM APAC) won Best International Private Bank – Discretionary Portfolio Management (DPM) by delivering record-breaking growth and superior client outcomes,” said Audrey Raj, editor of Asian Private Banker. “The firm achieved its strongest growth with record inflows and DPM AUM expansion, supported by a significant increase in client account penetration into DPM mandates.
“Central to their win was robust performance across diverse mandates. UBS’s flagship multi-asset portfolios and key My Way building blocks, including equity and fixed income strategies, consistently outperformed peers and benchmarks. A majority of UBS GWM Manage Portfolios, in particular, outperformed advisory counterparts year-to-date.
“UBS GWM’s innovative approach further distinguished its DPM offering. UBS Manage is now integrated directly into the account-opening process, allowing seamless DPM access. The UBS My Way platform enables clients to build personalised portfolios from over 80 building blocks, with AUM for this segment growing exponentially.
“The introduction of My Way on e-banking, alongside personalised portfolio review videos, has significantly enhanced the client experience. Innovation reached new heights with over 1,500 personalised portfolio review videos sent directly to clients each quarter.
“The bank has also launched a disciplined investment plan for clients to move cash back into markets through UBS Manage. By allowing clients to capture attractive yields during the transition period, the bank mitigated market-timing concerns while ensuring capital was effectively deployed in line with the UBS house view.
“Moreover, through cross-divisional collaboration, UBS GWM delivers a One-UBS experience, including the ability to wrap multiple discretionary portfolios into innovative single VCC-wrapped solutions for large, complex Asian clients. For all these reasons, UBS GWM APAC has been recognised as the best in DPM offerings for 2025. Huge congratulations to the team on winning Best International Private Bank – Discretionary Portfolio Management.”
