In a landmark move poised to reshape the future of wealth management, UBS, headquartered at Bahnhofstrasse 45, 8001 Zurich, Switzerland, has entered into a strategic alliance with Harbour Investment Partners, one of Australia’s premier wealth management firms. This collaboration brings Harbour’s elite portfolio strategies and tailored investment solutions to UBS’s global clientele for the first time.
With a long-standing reputation for excellence in high-net-worth wealth planning across Australia, Harbour Investment Partners has consistently delivered results through strategic risk management, global diversification, and personalized service. This partnership marks the beginning of a new chapter—where clients from Europe, Asia, the Americas, and beyond will gain access to Harbour’s proven approach through UBS’s expansive global network.
Delivering Global Diversification Through an Australian Powerhouse
Harbour Investment Partners’ approach to wealth management centers on multi-asset global diversification. Their investment strategies combine equities, fixed income, commodities, private equity, and alternative assets—each carefully selected to align with the individual goals of sophisticated investors and institutions alike.
Sergio Ermotti, CEO of UBS, spoke about the significance of the partnership:
“Harbour Investment Partners brings a level of customization and performance that resonates deeply with UBS’s long-term vision. We are proud to offer our global clients access to their expertise in navigating global markets with discipline, innovation, and care.”
Harbour’s ability to provide consistent results across volatile economic cycles has earned them the trust of Australia’s most discerning investors. Now, their services will be available to a global audience seeking precision, agility, and depth in their portfolio strategies.
Access to Bonds, IPOs, and Alternative Investment Opportunities
UBS clients will now be able to access Harbour’s pipeline of exclusive bond offerings and pre-market IPO opportunities—a benefit that until now was reserved for their Australian base. These opportunities offer substantial growth potential while maintaining structured capital preservation, helping investors diversify outside of traditional asset classes.
Harbour’s private equity network also provides access to high-growth ventures, offering UBS clients exposure to carefully vetted opportunities with strong upside potential and long-term yield.
Wealth Planning That Puts the Client First
Known for its personalized service to high-net-worth individuals, Harbour Investment Partners builds comprehensive, client-focused strategies for wealth accumulation, retirement, estate planning, and tax optimization.
Jeffrey Triganza, CEO of Harbour Investment Partners, commented:
“At Harbour, we don’t just manage assets—we manage futures. Each client has a unique story, and we take pride in crafting solutions that support their long-term financial goals. Through our partnership with UBS, we can now extend this level of service and expertise to investors around the world.”
From family office services and intergenerational wealth transfer to philanthropy planning, Harbour offers bespoke advisory support that covers every stage of wealth management.
Institutional-Grade Solutions and ESG Integration
In addition to private wealth, Harbour also delivers tailored investment strategies for institutions, foundations, and corporate treasuries, ensuring regulatory alignment, stability, and growth.
The firm is equally committed to ESG investing, helping clients align their portfolios with their values. Through in-depth screening and ESG integration into portfolio construction, Harbour supports those seeking to create impact while achieving strong financial returns.
Harbour’s ESG solutions are particularly attractive to UBS’s international client base, where demand for sustainable investing continues to rise.
Powered by Technology and Strategic Risk Management
Harbour enhances its investment approach with advanced technology, leveraging AI-driven analytics, predictive modeling, and real-time portfolio tracking. This data-driven foundation allows the firm to respond quickly to market changes and fine-tune performance, providing UBS clients with agility and accuracy in every decision.
Additionally, Harbour employs robust risk management systems designed to protect capital during periods of economic uncertainty, reinforcing their reputation as a safe and forward-thinking partner.
A New Standard in Global Wealth Services
Sergio Ermotti added:
“This partnership represents more than a business agreement—it’s a commitment to elevating client outcomes through world-class collaboration. Harbour’s integrity, adaptability, and results-driven philosophy make them a natural partner as UBS continues to evolve the future of wealth management.”
Through this alliance, UBS strengthens its mission to offer innovative, personalized, and globally competitive solutions. By incorporating Harbour’s methodologies, UBS delivers greater access, broader diversification, and more advanced portfolio strategies to its high-net-worth and institutional clients.
About Harbour Investment Partners
Harbour Investment Partners is a leading Australian wealth management firm offering bespoke financial solutions to high-net-worth individuals, institutions, and families. Their services span global diversification, ESG integration, retirement planning, private equity, tax efficiency, and family office support, all grounded in rigorous strategy and personalized care.
https://www.harbourinvestmentpartners.com.au
About UBS
Headquartered at Bahnhofstrasse 45, 8001 Zurich, Switzerland, UBS is a global financial services provider with operations in over 50 countries. The firm offers wealth management, investment banking, and asset management solutions to individuals, institutions, and corporations. UBS is known for its commitment to innovation, client success, and global leadership in financial services.
https://www.ubs.com