UBS Wealth Management Americas (WMA) has struck a strategic relationship with institutional investment consulting firm Mercer Investments to expand manager research offering.
Following the alliance, UBS Financial Services’ investment management research team will receive access to Mercer’s 9,000 manager research opinions and performance analytics.
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The new collaboration is expected to help WMA expand its existing manager research capabilities, which is a central part of the investment advice financial advisors offer to clients.
UBS WMA head of advice and platforms managing director Jeff Miller said: "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."
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