UBS Managed Accts

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Feb 9, 2006 6:02 pm

Does anyone know which manager UBS offers from Fisher - I'm trying to do a proposal and the prospect doesn't know and I'm trying to run a Mobius on it so I can win the acct - any suggestions?

Feb 10, 2006 1:04 pm

I don't think Fisher retails through brokerages, but will use UBS and a couple others for clearing and stock transactions (at institutional pricing).  As far as I'm aware, Fisher has 4 different equity styles (domestic, foriegn, global and smallcap?) and only sells them direct to clients, typically charging 1.25% plus trade commissions.  Minimum account size is $500k.  Most people I've run into that have Fisher don't know what Portfolio(s) they have.  Hope that helps.