UBS Launches Global Family Office In The Americas, Completes Strategic Global Expansion Initiative

UBS today announced the expansion of its Global Family Office (GFO) to the Americas region, completing the firm’s implementation of a strategy to extend its GFO business to serve clientele across Europe, Asia and the Americas. The GFO is a joint venture between UBS Investment Bank and UBS Wealth Management, focusing entirely on family offices with institutional-like profiles and requirements. With this expansion complete, UBS now offers GFO expertise in seven primary hubs: Zurich, Geneva, London, Hong Kong, Singapore, Sydney and New York.

“The expansion of the UBS GFO into the Americas marks a significant capstone to our strategy to bring our full firm to bear, globally, in support of large institutional and professional family offices around the world,” said Robert McCann, CEO of UBS Americas and CEO of UBS Wealth Management Americas.“ The result is a platform that responds to the highly tailored, complex needs of our global family office clients, in all markets where we do business.”

The UBS GFO places at its core a select group of financial advisers who have experience and training in working directly with GFO clients. In addition to providing access to UBS’s experts in its Wealth Management, Investment Bank and Prime Services divisions, the GFO features the following services globally:

• Comprehensive global services with complete transparency to the GFO’s service team, including direct contact with UBS bankers, traders, specialists and sales teams*
• Fully customizable and consolidated real-time reporting of holdings, balances, margin and risk profiles for assets held with UBS and elsewhere
• Access to UBS research to provide intelligence on current investment trends
• Family advisory services, including governance frameworks, governing bodies, corporate advisory, management platforms, asset holding structures, business succession plans, a young successors program and philanthropy strategies
• Exclusive peer network of other UBS Global Family Office clients to share knowledge and identify potential new business opportunities

“The launch of GFO in the Americas allows us to be the only family office provider to combine institutional-level service and access with the holistic wealth management advisory services we supply across the firm,” said Juerg Zeltner, CEO of UBS Wealth Management. ”It is a powerful testament to the business strategy we have set out globally, and an important step in delivering the full breadth of our intellectual capital and resources to our clients worldwide.”

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