UBS Investment Management Canada

It draws on UBS Asset Management's global platform, which includes internally managed strategies across equities, fixed income, real estate, infrastructure, and hedge funds, as well as third-party manager research capabilities. Canadian clients access these through separately managed accounts, pooled funds, and UBS's private bank advisory channels. The CIO office within UBS Global Wealth Management provides tactical asset allocation guidance tailored to the Canadian market.

Yes, it operates as a Canadian-registered entity under the UBS Group umbrella, regulated by the Ontario Securities Commission and other provincial regulators. It sits alongside UBS Securities Canada, the group's Canadian investment banking and equities broker-dealer. This allows it to offer wealth management services while UBS Securities handles capital markets execution.

Qualified Canadian investors access UBS's alternatives platform, including UBS O'Connor for single-manager hedge fund strategies, UBS Hedge Fund Solutions for fund-of-hedge-funds, and UBS Asset Management's real estate and infrastructure funds. Private equity exposure is available through UBS's fund-of-funds and co-investment programs. Minimums and accreditation requirements follow Canadian securities regulations.

It serves both. The institutional side covers Canadian pension plans, endowments, foundations, and insurance companies seeking global asset management mandates. The private wealth side serves ultra-high-net-worth families and individuals through UBS's Swiss private banking framework, which includes lending, estate planning, and cross-border wealth structuring.

Its distinction is access to UBS's global scale — $5.5 trillion in invested assets — and its Swiss private banking heritage, which gives Canadian clients cross-border wealth management capabilities not available through domestic banks. The platform spans Asia, Europe, and the Americas, offering Canadian institutions and families a gateway to international diversification that Canadian bank-owned managers may not replicate at the same breadth.