Best Private Bank Fund Advisory
UBS Global Wealth Management
Best Private Bank – Fund Advisory
Jansen Phee
head global investment management APAC fund investment solutions & head global investment management China
“We are honoured to receive this distinguished title once again. This award reaffirms our commitment to delivering best-in-class funds solutions and an exceptional advisory platform that empowers our clients to achieve their complex investment goals. It also reinforces us to keep pushing boundaries and set new benchmarks in our industry.
“Our clients are at our core, driving the way we elevate our extensive offering shelf and services to support them in navigating the complexities of the investment landscape. By consistently delivering new ideas and high-quality, differentiated solutions, we stand by our clients at every step of their journey, helping them capture and maximise their opportunities in an ever-changing environment.”
What was behind the judges’ decision?
- UBS’s funds business saw strong inflows, driven by strategic product enhancements and deepened client engagement. The bank’s selection of top-performing funds delivered solid returns in both fixed income and equities, outperforming benchmarks over time. Moreover, UBS’s cost-efficient share class for key funds gives it a competitive edge.
- UBS enhanced client interaction through its digital ecosystem, including hosting its first-ever online fund summit for end clients, supplementing ongoing digital programmes. The bank also delivers timely and customised after-sales communications, ensuring clients receive relevant market updates and portfolio insights.
- UBS reinforced its Asia Pacific footprint in the funds world by introducing India and Australia. These teams provide on-the-ground insights into domestic markets, support investment views, and enhance product management, further elevating the client experience.
What we said…
“UBS has distinguished itself as a leader in fund advisory by offering innovative solutions, enhancing client engagement, and delivering high-quality aftersales support. The bank’s strategic initiatives, including the introduction of lower-cost share classes, its digital-first approach to client engagement, and its proactive aftersales service, set it apart in an evolving investment landscape,” said Audrey Raj, senior consultant, South Asia editor of Asian Private Banker.
“By launching a new, cost-efficient share class for key funds, UBS has made high-quality investment strategies more accessible to clients. The bank has also successfully integrated digital channels to elevate client engagement, hosting its first-ever online fund summit for end clients alongside its ongoing digital programmes.
“Additionally, UBS has expanded its Asia Pacific footprint by strengthening its capabilities in Australia and India with expert funds teams. Aligned with CIO views, UBS provides clients with exclusive fund opportunities and access to soft-closed funds from top asset managers, offering differentiated solutions to complement core portfolios.
“With a rigorous due diligence process and a data-driven approach, UBS continues to set the standard in fund advisory. Its expertise and commitment to delivering client-centric investment solutions have earned it the Best Private Bank – Fund Advisory award.”
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