Wirehouse
UBS Wealth Management (US)
UBS advisors use Canvas-powered tax-managed SMAs on UBS SMA platforms and appear as a selling firm for Goldman Exchange Place.
- Their fee
- Not disclosed
- Minimum
- Not disclosed
- Onboarding
- Not disclosed
- Status
- Unknown
Not disclosed. Fees are set by UBS program.
I found no evidence that UBS offers Canvas tax-aware long/short.
Qualified purchasers for exchange funds.
Products they offer
Exchange funds
| Product | Product fee | All-in fee |
|---|---|---|
| Goldman Sachs Asset Management: Exchange Place fundsUBS Financial Services Inc. is a sales compensation recipient on the 2019 Form D. Current status not verified. | Not disclosed | Not disclosed |
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| Franklin Templeton (Canvas): Canvas Custom IndexingCanvas tax-managed active and passive SMAs on UBS single and dual contract SMA platforms since June 2024. | Not disclosed | Not disclosed |
Sources
Checked 2026-10. Confidence: medium.