UBS said that Mike Ryan, head of wealth management research-Americas, will oversee the exclusive partnership, which complements the investment ideas that UBS Wealth Management Research offers to individual investors.
UBS clients will have access to the research of RBA via its Wealth Management Americas managed portfolio program in a separate discretionary account of predominately exchange-traded funds. RBA will share market views that include overall equity-versus-bond recommendations, size and style positioning, and international allocations.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataRobert McCann, CEO of UBS Wealth Management Americas, said: Consistent with our objective to be the best wealth management firm in the Americas, this partnership demonstrates our commitment to providing our clients with unparalleled intellectual capital and highly relevant perspectives in support of their investment goals."
Mr Bernstein, CEO of RBA, said: I have tremendous respect for UBS and the global business they have built over the many years in wealth management. We are thrilled to partner with the WMA leadership team in this exciting new initiative.