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UBS Adds Tax Overlay

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UBS reports that it now offers a Personalized Tax Management Overlay for a selection of multi-asset portfolios on its Private Wealth Solutions separately managed accounts platform.

The overlay reviews a client’s personal tax circumstances while applying a variety of tax management techniques in an effort to maximize the client’s after-tax return, according to UBS.

The PTM Overlay is available on 12 managed-account platforms for clients with assets of $2 million or more to invest at no additional management fee, according to UBS, which includes about 7,000-plus advisors in the United States.


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