The Outsourced Trading Handbook 2024 | Page 58

[ O U T S O U R C E D T R A D I N G S U R V E Y ]

UBS

UBS
2024
2023
Global Average
Difference with Global
Coverage
6.14
6.35
6.21
-0.07
Execution
6.18
6.46
6.22
-0.04
Operations and Post-Trade
5.95
6.19
6.23
-0.28
Client Service and Relationship Management
6.14
6.49
6.28
-0.15
Trade Decision Support
5.82
6.13
5.91
-0.08
IPO Process and Allocations
5.60
-
5.33
0.27
Onboarding
5.83
5.88
6.09
-0.26
Service Level Factors
6.00
-
6.16
-0.16
Cost vs Value
5.86
5.99
5.97
-0.10
Average
5.95
6.21
6.04
-0.10

Perhaps the largest outsourced trading provider by number of clients in the market , UBS demonstrated a positive performance in this year ’ s outsourced trading survey . With the second largest number of client ’ s taking part in the Outsourced Trading Survey , UBS has clients from Europe , the UK , the US and the Middle East all taking part and providing ratings for their provider . As well as diversity when it comes to the region in which clients are based , UBS has a diverse range of client size , with respondents reporting to hold AUMs from between $ 0-50 million up to $ 10 – 25 billion . With cost pressures rising , especially when it comes to hedge funds , UBS is seizing the opportunity to take advantage and offer managers alternative options . Its offerings are “ impacting the outsourced trading sector positively and will continue to do so ”. Appearing in our report for the second year , an impressive number of clients took the time to rate this provider . UBS has a strong average

Chart 1
score of 5.95 , sitting at the top end of Good , while four of the nine categories have been rated Very Good by clients . Taking the top spot is Execution with 6.18 . There is plenty of praise for UBS , in particular related to its “ easy , fast attention to details , good communication , great support ”. Clearly , when it comes to Execution , UBS is doing something right . Client Service and Relationship
58 // Outsourced Trading Handbook // 2024