Meet Mathilda, a former high-profile consultant who took the leap to join an asset manager in Sweden. Upon launching a new fund, Mathilda and her team began exploring expansion into Luxembourg, the world’s second-largest fund centre, known for its expertise in fund setup, fund servicing and cross-border distribution.

To achieve their goals, they sought a partner on the ground with institutional power that still prioritises individual client care. That’s when they discovered UBS Asset Servicing.

What UBS Asset Servicing offers

In Luxembourg, provides its clients with comprehensive in-house services including depositary bank, fund administration, transfer agency and management company as well as the flexibility to work with selected external partners in the market.

A personal touch with institutional strength

UBS Asset Servicing believes in the power of combining institutional strength with a personal touch. Their setup allows them to provide a comprehensive suite of services without losing sight of individual client needs. Their clients receive tailored services and high-quality delivery, ensuring their unique requirements are met with precision and care. The team prides itself on making every interaction meaningful and beneficial.

Unique services for unique clients

UBS Asset Servicing serves a diverse range of clients, each with their own unique needs. Family offices look for access to a quality platform and capabilities, personal and tailor-made services, and a partner willing to go the extra mile. They provide them with the tools and support needed to manage their wealth effectively and confidently. Additionally, they serve external asset managers seeking a vast platform that connects them to worldwide solutions.

Their platform offers its clients access to traditional financial assets like bonds and equities, as well as alternative assets including private equity, private debt, infrastructure, and real estate. In addition, UBS Asset Servicing acts as a gateway into the entire UBS offering, including research and trading through our investment bank, providing the resources needed to succeed on a global scale.

A diverse and expert team

Their team is composed of dedicated professionals from diverse nationalities, fluent in multiple languages, and managing billions in assets. Just like Mathilda, you can connect with them .