Technology Awards 2021 – Best Portfolio Management Solution

2021 Winners


Best Portfolio Management Solution

UBS Partner

Michael Kehl
head products asset management, UBS

UBS Partner is very proud to have been named winner in the Best Portfolio Management Solution category in this year’s Asian Private Banker Technology Awards. This prestigious award recognises the best WealthTech operators in private banking across Asia. Receiving this award is an acknowledgement that UBS Partner provides a solution that meets and exceeds client needs.
UBS Partner scooped the prize for Best Portfolio Management Solution at Asian Private Banker’s Technology Awards 2021 at the first time of asking, in what marked a sparkling awards debut for the Swiss lender’s innovative and user-centric offering.

The platform is already making inroads into Asia-Pacific. In late 2021, UBS Partner teamed up with a large bank in Japan to offer a customised version of the Swiss lender’s portfolio management offering that can better help the country’s private banks meet the requirements of their U/HNWI clients.

Separately, in 2021 UBS Partner collaborated with a key private bank in the region as part of efforts to shift it away from a shorter term, transaction-focused business model towards one more concentrated on longer term, advisory-based client relationships.

That is why UBS Partner is Asian Private Banker’s 2021 winner of the Technology Award for Best Portfolio Management Solution.