UBS Financial Services – What Do They Do?

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UBS Financial Services is a global company that provides a wide range of financial services to individual and corporate clients around the world. In an increasingly globalized world economy, the type of international expertise that UBS Financial Services can offer is a distinct advantage for all types of clients who need to manage their wealth. UBS offers services that reflect the global nature of financial markets.

UBS Financial Services has offices on every continent. It operates in Switzerland, the United States, Canada, South America, Europe, the Middle East, Asia and Africa. Even if this comprehensive network doesn’t put you near a UBS Financial Services branch, you can use online banking services. UBS Financial Services online banking offers the convenience of making decisions from the comfort of your own home and provides the same range of wealth management and investment services.

Individual customers can benefit from a complete range of financial services. UBS Financial Services offers annuities, 401,000 plans, securities, mutual funds, fund management, wealth management, life and health insurance programs, and trust funds. In addition, UBS Financial Services can provide attorney networks, Roth IRA accounts, estate planning, account management, retirement distribution analysis, education funds and fund management, and lines of credit. In other words, UBS Financial Services offers all the services you would expect to find in financial services around the world.

For businesses of all sizes UBS Financial Services offers a comprehensive range of services. UBS Financial Services can provide customized packages consisting of employee shareholding management, retirement services, corporate cash management, consulting and global expansion options. No matter what size business you run, UBS Financial Services has something to offer.

If your business already operates globally, then UBS Financial services can offer specialized services including currency rates and calculators, equity, fixed income, investment options, and assistance with employee benefits and pension plans.

Nonprofits can benefit from UBS Financial Services because companies are sensitive to the needs of specialists in this sector. UBS Financial Services knows the regulations that affect the distribution of funds in the non-profit sector. Government agencies, banks and other lending institutions work closely with UBS Financial Services to enable companies to develop unique expertise in this area that can benefit nonprofits large or small.

UBS Financial Services operates a special online trading system that allows clients to enter trades directly. A client who needs advice can work with a financial advisor to develop an investment portfolio using the expert knowledge of UBS Financial Services. Both companies and individuals can take advantage of this service. This can be done in one of two ways. Brokerage accounts can have a fixed fee on each trade or can be charged to the assets in the account. An individual or company that has a high number of trades will benefit from the second type of fee structure if they maintain a stable balance in their asset account.

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