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How UBS WM cuts funds from its platform

Jansen Phee of UBS Wealth Management discusses how the Swiss private bank decides to remove fund products from its funds platform.
How UBS WM cuts funds from its platform
As the head of UBS Wealth Management's regional fund selection, Jansen Phee is tasked with ensuring the Swiss private bank always has a selection of the best available fund products, and that the ones it offers are well tailored for economic and market conditions.  As he discussed with AsianInvestor, this sometimes requires removing existing products from its fund platform if they stop performing well, get superseded by other funds, or if conditions turn against them. He offers mo…
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