Best International Private Bank CIO Office
UBS Global Wealth Management APAC
Best International Private Bank – CIO Office
Tan Min Lan
APAC head chief investment office
UBS Global Wealth Management APAC
Our chief investment office is the engine behind the wealth journey of our clients. During the year, we fully integrated our capabilities across UBS and Credit Suisse to distribute the full CIO content to our clients.
With one globally aligned UBS House View, we implement high-conviction ideas, regularly review portfolios, and manage tactical opportunities around the clock.
This award attests to the quality of our views and the calibre of our team as we provided timely investment insights during volatile times last year.
What was behind the judges’ decision?
- Established in 2011, the CIO Office aims to provide institutional quality investment advice to private wealth clients. More importantly, the firm is independent of sales or product targets and is united behind a single goal: positive impact on portfolio performance and supporting clients’ wealth journeys
- The “3L” approach – ‘liquidity, longevity and legacy’ – helps the firm map client goals against the portfolio in a systematic way, and identify the best investment strategies to enable clients to achieve goals, both short and long-term
- Thought leadership, generated and supported by the whole investment team, is designed for advisors to share with clients. In 2023, the CIO Office published more than 3,000 reports on a variety of topics, hosted more than 20 client livestreams with nearly 100,000 views, created 50 videos and generated over 300,000 podcast listens across multiple channels
What we said
“Led by Tan Min Lan and Adrian Zuercher, the UBS Global Wealth Management CIO Office once again showcased its leading capabilities with unique global scale and breadth of research, holistic asset allocation solutions and exclusive deals accessible to its clients,” said Twinkle Sparta, associate editor, Asian Private Banker.
“ The CIO Office developed a unique way to serve clients with different risk and return needs, based on its institutionalised DNA, including but not limited to endowment-style portfolios, which are diversified across regions, traditional assets and alternatives, and sustainable investments which provide diversified exposure to strategies with explicit sustainable benefits.
“ The success of the CIO Office acts as the engine behind the overall wealth journey of its clients, from understanding the client’s wealth goal to customised portfolio management. The team also plays a significant role in guiding clients into the future by distributing the ‘Future of’ series, which paints the picture of evolving megatrends in the global economy, society and environment, and highlights how investors can be well- positioned for long-term returns. A huge congratulations to UBS GWM for winning the prestigious Best International Bank – CIO Office award.”
Contact Us
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