2018 Winners
Best Structured Product Provider –
Actively Managed Certificates
UBS AG
Tan Yew Kiat
executive director, structured solution sales, UBS
We work extremely closely with our clients on a trade-by-trade basis. Our offering spans multiple asset classes and markets which allows us to provide clients with a broad range of AMC solutions of varying degrees of complexity. Clients appreciate our ability to offer a broad offering but, at the same time, we consistently seek to deliver cost-efficient, customised solutions that precisely meet our clients’ objectives. In addition, UBS Neo is a user-friendly, world-class platform that allows clients to manage their portfolios effectively and efficiently.
UBS plans to continue to invest in the business in 2019 and beyond to ensure that the platform is consistently enhanced to provide clients with access to a comprehensive range of investment vehicles and assets precisely tailored to their needs.
In 2018, UBS stood out from its peers and garnered critical acclaim from the private banking industry, with its AMC business – a key component of UBS’s structured solutions offering – surpassing the US$1 billion in AUM mark for the bank’s Asia Pacific region alone.
“We work extremely closely with our clients on a trade-by-trade basis,” said Tan Yew Kiat, executive director, structured solution sales at UBS.
“Our offering spans multiple asset classes and markets which allows us to provide clients with a broad range of AMC solutions of varying degrees of complexity.”
On top of providing broad and deep product coverage, UBS endeavours to go the extra mile by offering bespoke solutions for its private banking clients in the region.
“Clients appreciate our ability to offer a broad offering but, at the same time, we consistently seek to deliver cost-efficient and customised solutions that precisely meet our clients’ objectives,” he said.
In addition, UBS’s digital initiative, which facilitates effective and efficient AMC portfolio management, has contributed to the bank’s success. Using UBS’s web-based, user-friendly AMC trading platform, Neo, investors are able to efficiently manage various aspects of AMCs, including corporate actions, cash management, performance analysis, and order routing.
“UBS plans to continue to invest in the business in 2019 and beyond to ensure that the platform is consistently enhanced to provide clients with access to a comprehensive range of investment vehicles and assets precisely tailored to their needs,” Tan added.
UBS is committed to leading the AMC space, evolving its platform with updated features, a broader product range, and a more client-centric user experience. Its efforts have not gone unnoticed by the private banking industry, which named UBS the Best Structured Product Provider – Actively Managed Certificates in 2018.
