UBS Wealth Management Americas Partners with Mercer Investments to Expand Manager Research Offering
May 07 2015 - 10:18AM
Business Wire
UBS Wealth Management Americas (WMA) today announced a strategic
relationship with Mercer Investments, a global leader in
institutional investment consulting. This relationship will provide
the Investment Management Research team within UBS Financial
Services with access to Mercer's 9,000 manager research opinions
and performance analytics. UBS WMA private and institutional
clients will benefit from the combination of Mercer's original,
global research on investment strategies and the rigorous and
timely high conviction recommendations of WMA's Investment
Management Research team. As mutual funds, separately managed
accounts and ETF strategies become increasingly complex and
diverse, advancing WMA's manager research capabilities are a
strategic focus for the firm. This relationship will significantly
expand WMA's existing manager research capabilities, a central part
of the investment advice that financial advisors provide to
clients.
"We are completely revamping our Manager Research capabilities
to better service our clients and financial advisors and to stay
ahead of the rapidly growing and more complex investment
environment. With this strategic relationship, UBS WMA advisors and
clients can be confident that our manager and strategy research
coverage will be one of the most comprehensive in the US Wealth
Management Industry. By working with Mercer, the industry leader in
institutional investment manager research, we will expand UBS WMA's
coverage universe of investments while multiplying the number of
strategies on our high conviction list," said Jeff Miller, Managing
Director WMA Head of Advice and Platforms.
“By partnering with such an esteemed, global wealth management
franchise such as UBS, we aim to further demonstrate our deep,
longstanding commitment to providing wealth management services to
our client base,” said Phil de Cristo, Global Head of Investments
at Mercer.
Ray Joseph, WMA Head of Investment Management Research said,
"Mercer's research will serve as valuable addition, augmenting the
Investment Management Research team's existing investment process.
Importantly, WMA advisors and clients will continue to have access
to the insights of our growing in-house manager research team but
will also now benefit from the breadth and depth of Mercer's global
manager research offering across a full range of asset classes and
product types."
UBS Investment Management Research will continue to be a
strategic complement to the industry leading asset allocation
guidance and investment research of UBS CIO Wealth Management
Research.
Notes for Editors
About UBS Wealth Management Americas
Wealth management services in the United States are provided by
UBS Financial Services Inc., a registered investment adviser and
broker-dealer offering securities, trading, brokerage and related
products and services. Member FINRA. Member SIPC. Wealth Management
Americas provides advice-based solutions and banking services
through financial advisors who deliver a fully integrated set of
products and services specifically designed to address the needs of
ultra-high net worth and high net worth individuals and families.
It includes the domestic US business, the domestic Canadian
business and international business booked in the US.
About UBS AG
UBS draws on its over 150-year heritage to serve private,
institutional and corporate clients worldwide, as well as retail
clients in Switzerland. Its business strategy is centered on its
pre-eminent global wealth management businesses and its leading
universal bank in Switzerland, complemented by its Global Asset
Management business and its Investment Bank, with a focus on
capital efficiency and businesses that offer a superior structural
growth and profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 countries, with about 35% of its employees
working in the Americas, 36% in Switzerland, 17% in the rest of
Europe, the Middle East and Africa and 12% in Asia Pacific. UBS
Group AG employs about 60,000 people around the world. Its shares
are listed on the SIX Swiss Exchange and the New York Stock
Exchange (NYSE).
About Mercer
Mercer is a global consulting leader in talent, health,
retirement and investments. Mercer helps clients around the world
advance the health, wealth and performance of their most vital
asset – their people. Mercer’s more than 20,000 employees are based
in 43 countries and the firm operates in over 140 countries. Mercer
is a wholly owned subsidiary of Marsh & McLennan Companies
(NYSE: MMC), a global team of professional services companies
offering clients advice and solutions in the areas of risk,
strategy and human capital. With 57,000 employees worldwide and
annual revenue exceeding $13 billion, Marsh & McLennan
Companies is also the parent company of Marsh, a global leader in
insurance broking and risk management; Guy Carpenter, a global
leader in providing risk and reinsurance intermediary services; and
Oliver Wyman, a global leader in management consulting. For more
information, visit www.mercer.com.
Media InquiriesUBS New YorkGregg Rosenberg,
212-713-8842Gregg.rosenberg@ubs.comFollow us on Twitter:
@UBSAmericasorMercer New YorkAlayna Francis,
212-345-1345Alayna.francis@mercer.comFollow Mercer on Twitter
@MercerInsights
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