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Stock impact report

UBS Expands Zero Management Fee Offering for Separately Managed Accounts to Include Model Portfolios From Third Party Asset Managers

UBS Group AG Registered Ordinary Shares (UBS) 
Company Research Source: Business Wire
UBS Wealth Management USA clients will now have access to model portfolio strategies from BlackRock, Capital Group, home of American Funds, Dimensional Fund Advisors, J.P. Morgan, Natixis Investment Managers and Nuveen1Vestmark Advisory Solutions (VAS), a strategic partner to UBS, will serve as the discretionary overlay manager NEW YORK--(BUSINESS WIRE)--UBS Wealth Management USA (WM USA) is pleased to announce it will expand its offering of zero fee Separately Managed Accounts (SMA), with no additional investment manager fee, to include model portfolios developed by BlackRock, Capital Group, home of American Funds, Dimensional Fund Advisors, J.P. Morgan, Natixis Investment Managers and Nuveen. Starting May 5, clients will have access to eight model portfolio suites within this innovative pricing framework.Each model has been carefully constructed by its manager to address a range of objectives and enable UBS’s Financial Advisors to effectively address a broader variety of client n Show less Read more
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