2021 Winners
Best Portfolio Management Solution
UBS Partner
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.