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UBS forms partnership with Richard Bernstein Advisors


UBS Wealth Management Americas has entered into a partnership with Richard Bernstein Advisors, which specialises in longer-term, macro-oriented investing.

UBS clients will have access to Richard Bernstein Advisors’ insight into asset allocation.

Mike Ryan, head of wealth management research-Americas, will oversee the partnership.

"Richard Bernstein is a respected leader in the field of asset allocation, bringing sophisticated insight and thoughtful advice to clients," says Robert McCann (pictured), chief executive of UBS Wealth Management Americas. "Consistent with our objective to be the best wealth management firm in the Americas, this partnership demonstrates our commitment to providing our clients with unparalleled intellectual capital and highly relevant perspectives in support of their investment goals."

"I have tremendous respect for UBS and the global business they have built over the many years in wealth management. We are thrilled to partner with the WMA leadership team in this exciting new initiative," adds Richard Bernstein, chief executive of Richard Bernstein Advisors.

Working alongside UBS’s portfolio strategy group, clients will access the research of Richard Bernstein Advisors via UBS Wealth Management Americas Managed Portfolio Program in a separate discretionary fee-based account of predominately exchange-traded funds.

Richard Bernstein Advisors will share market views that include overall equity-versus-bond recommendations, size and style positioning, and international allocations.

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