UBS Trust Company of Puerto Rico

Overview

UBS Trust Company of Puerto Rico operates as a trust and investment-administration entity focused on institutional mandates and portfolio management for investment companies. The firm is set up to provide fiduciary and advisory services, using a percentage-of-AUM fee model, and is registered as an adviser since 2021. Its scope of activities extends beyond simple custody and discretionary management: the firm is affiliated with brokerage, trust, banking, insurance, and sponsor roles that allow it to serve as trustee, sponsor or general partner of pooled vehicles and limited partnerships. UBS Trust Company of Puerto Rico does not position itself as an active ESG investor and is classified as an unclassified, domestic owner-type entity.

Assets & Accounts

Investments & Alternatives

Location & Offices