Data & Research July 6, 2010
UBS Enhances Wealth Management Americas Research with Richard Bernstein Advisors LLC
UBS Wealth Management Americas has entered into a strategic partnership with Richard Bernstein Advisors.
Reported by
Sara Kelly
RBA, which specializes in longer-term, macro-oriented investing will give UBS clients access to their insight into asset allocation.
Working alongside UBS’s Portfolio Strategy Group, clients will access the research of Richard Bernstein Advisors through the UBS Managed Portfolio Program in a separate discretionary fee-based account made up predominantly of exchange-traded funds. RBA will share market views that include overall equity-versus-bond recommendations, size and style positioning, and international allocations.
UBS Wealth Management Research offers tailored investment ideas to individual investors, and their research team is dedicated to the private investor and financial advisor. Richard Bernstein brings clients insight and advice in the field of asset allocation. The alliance promises to provide clients with “unparalleled intellectual capital and highly relevant perspectives in support of their investment goals,” said Robert McCann, CEO UBS Wealth Management Americas.
For more information, please visit www.ubs.com.
Working alongside UBS’s Portfolio Strategy Group, clients will access the research of Richard Bernstein Advisors through the UBS Managed Portfolio Program in a separate discretionary fee-based account made up predominantly of exchange-traded funds. RBA will share market views that include overall equity-versus-bond recommendations, size and style positioning, and international allocations.
UBS Wealth Management Research offers tailored investment ideas to individual investors, and their research team is dedicated to the private investor and financial advisor. Richard Bernstein brings clients insight and advice in the field of asset allocation. The alliance promises to provide clients with “unparalleled intellectual capital and highly relevant perspectives in support of their investment goals,” said Robert McCann, CEO UBS Wealth Management Americas.
For more information, please visit www.ubs.com.