Awards for Distinction 2023 – Best Private Bank – Fund Advisory

Best Private Bank Fund Advisory


UBS Global Wealth Management APAC

Best Private Bank – Fund Advisory

Jansen Phee

Head global IM APAC fund investment solutions & head global IM China
UBS Global Wealth Management APAC

We are deeply honoured to achieve this recognition, which truly cements our top position in the market. Amid the uncertain environment in 2023, we continue to deliver greater value for our clients’ portfolios, gaining the confidence and trust of our clients.

Our process is focused on sustainability, not just in an ESG sense, but solutions that deliver sustainable superior results which are demanded by our clients. This is how we ensure our content and solutions evolve and stay relevant.

Marie Chew

Head A&S investment funds & alternatives SEA
UBS Global Wealth Management APAC

Paula Ip

Head A&S investment funds North Asia
UBS Global Wealth Management APAC

At UBS, we believe that the core of managing our clients’ wealth is the quality of our products. What we offer our clients truly differentiates us in the industry with our unique best-in-class solutions coupled with a world-class advisory platform to address clients’ complex investment goals.

Our clients across the region have full access to highquality fixed income, equity, and multi-asset solutions that offer total return and income in a diversified manner. Supporting that is our strong foundational platform which is underpinned by active risk management through the entire value chain for our clients’ portfolios and strong after-sales support including our digital channels.

What was behind the judges’ decision?

  • UBS witnessed substantial inflows into its fund advisory business. The team provides clients with exclusive access to new funds available only through UBS, limited-capacity strategies, and specially negotiated share classes and fees
  • A noteworthy accomplishment is the successful integration of Credit Suisse’s product shelf into its own, a considerable achievement given the substantial size of both banks. Managing ongoing due diligence, selecting funds strategically, and ensuring seamless integration were all challenges successfully navigated by UBS. Despite these complexities, UBS’s methods remain recognised as the most effective for the business, resulting in all-round success
  • Its services also include customised ESG product development on a global and regional scale, partnering some of the top in asset management. Supported by 800+ investment experts, the fund selection team’s rigorous due diligence ensures top performance and sustainability

What we said

“UBS demonstrates exceptional scale and resources, complemented by a meticulous approach to idea generation and selection, all while maintaining a client-centric mindset and CIOaligned portfolio approach,” said Audrey Raj, senior consultant and South Asia editor of Asian Private Banker.

“Its unparalleled digital platform adds a unique dimension to its capabilities. The seamless integration of ESG further enhances the entire process, making UBS an exemplary all-round capability engine.

“Furthermore, UBS’s methods of continuous due diligence, ongoing monitoring, and comprehensive reporting of all approved funds, coupled with the incorporation of specialised niche players to enhance the UBS fund range, has impressed the APB judging panel. We congratulate UBS on winning the well-deserved Best Private Bank – Fund Advisory Award.”

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