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).

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.

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

*$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.