Wealth and Asset Management
UBS to Launch Funds Replicating Brokers’ Model Portfolios
As part of its campaign to manage more retail investor money through internally-managed products, UBS Asset Management has filed for two equity mutual funds mirroring model portfolios created for advisors. The funds will have lower minimums than those serviced by U.S. advisors who run discretionary portfolios, said a person familiar…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Advisor Hub