BlackRock Separately Managed Accounts at UBS

BlackRock works with you to understand your clients’ investment challenges and help construct portfolios tailored to their financial goals. Consider a BlackRock separately managed account (SMA).
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The BlackRock SMA experience

Working together, our people and technology craft individual solutions to clients’ most complex investment challenges. BlackRock SMA solutions are built to address a broad range of investment objectives.
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Personalization beyond the ordinary

Broad, tailored customization across asset classes including fixed income, tax-managed equities, and active equities.
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Local partnerships

Dedicated local and regional investment professionals, experienced across asset classes.
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Industry-leading technology

BlackRock’s proprietary risk platform helps advisors identify opportunities and navigate risk in client portfolios.

Expanding our offerings on UBS

Lower minimums for Exchange Fund Replication

As an alternative to traditional exchange funds, use option overlays to help reduce concentrated stock risk and gain market exposure.
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NOW LIVE ON ACCESS: Aperio tax-managed equity SMAs

Aperio continues to expand its tax-managed equity offerings on UBS, with benchmarks offering domestic and global exposures.
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Concentrated stock strategies available through BlackRock

SpiderRock Advisors (SRA), BlackRock’s option overlay capability, offers a full range of solutions to help clients manage their concentrated stock positions, while seeking to reduce the overall tax burden.

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Tax-efficiently reduce the amount of stock held over time

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De-risk the portfolio without selling the stock

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Generate income to pay the tax bill

Explore options strategies

Explore tax-managed equity strategies

*$5 million client account minimum for option overlays strategies. SpiderRock Advisors, LLC (“SRA”), an investment adviser registered with the SEC and a commodity trading advisor registered with the CFTC, provides discretionary options overlay investment strategies. SRA is an indirect wholly owned subsidiary of BlackRock, Inc.

Ready to get started?

If you’re ready to begin a conversation with us about our suite of SMA solutions, please email your BlackRock representative or reach out to our specialists at (415) 670-4200.

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