Best International Private Bank Discretionary Portfolio Management
UBS chief investment office
Best International Private Bank – Discretionary Portfolio Management
Adrian Zuercher
co-head global asset allocation & co-head global investment management, APAC
Monica Chatterjee
co-head global investment management, APAC
“We are proud to achieve this recognition which truly shows our industry-leading position in the market. At UBS, we offer an unparalleled range of discretionary solutions that cater to all client needs, harnessing the best of global and local expertise. This award is a testament to our team’s dedication and active innovation culture.
“Our clients’ needs are at the core of our discretionary offerings, and we are committed to delivering personalised and effective solutions. This recognition validates our unwavering focus on excellence and our clients’ trust in us as their preferred partner. We look forward to further strengthening our best-in-class investment capabilities and continuing our journey together.”
What was behind the judges’ decision?
- In 2024, UBS GWM has demonstrated robust growth in DPM assets, with a high double-digit YoY increase in APAC DPM assets and strong client inflows. The firm’s disciplined investment approach has delivered consistent outperformance, with UBS Manage Advanced portfolios achieving a mid-double-digit return over the past decade.
- One significant example that excited the judging panel is UBS Manage Premium, which caters to the bank’s most sophisticated clients. Leveraging an endowment-style approach, UBS custom-builds DPM portfolios across liquid and illiquid asset classes. This includes access to a full spectrum of hedge funds and private market strategies, providing clients with unparalleled diversification and tailored investment solutions.
- The successful completion of the merger with Credit Suisse has further strengthened UBS’s DPM capabilities. All Credit Suisse mandates have been aligned with UBS’s house views and instrument selection, ensuring a unified investment approach. Additionally, UBS has integrated complementary Credit Suisse solutions into its platform, including the Cash Plus Portfolio, Dynamic Fixed Income Portfolio, and Rolling Maturity Bonds Portfolio, among others. This integration has enriched UBS’s shelf of offerings, delivering enhanced value to clients.
What we said…
“UBS Global Wealth Management delivered an exceptional performance in 2024, marked by significant success in capturing client assets. But a key cornerstone of this success was driven by its discretionary portfolio management (DPM) offering, which stood out as a key driver of growth and client satisfaction,” said Carly Lau, senior reporter, Asian Private Banker.
“UBS GWM’s DPM performance had a stellar 2024, with impressive results across both one-year and multi-year metrics. This success was further amplified by the seamless integration of Credit Suisse’s DPM clients into the UBS platform, a milestone showcasing the combined power. Clients now benefit from an expanded suite of solutions, including access to single-manager hedge funds and private infrastructure mandates, solidifying UBS’s position as a leader in wealth management.
“The judging panel was particularly impressed by UBS’s commitment to innovation, exemplified by its flagship digital DPM tool, UBS My Way. The platform has improved client experience by offering a fully personalised mandate experience, allowing clients to personalise their discretionary portfolios beyond the traditional UBS Manage mandate, choosing from over 70 building blocks to create bespoke investment strategies. This level of customisation and flexibility is a testament to UBS’s market-leading position in portfolio management.
“Asian Private Banker is delighted to recognise UBS Global Wealth Management with this well-deserved award, celebrating its excellence in a highly competitive category.”
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