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2027 strategic allocation

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UBS investors put US equity concentration on the 2027 discretionary fee ticket

Private Wealth

22 Oct 2026

UBS investors put US equity concentration on the 2027 discretionary fee ticket

Investors with UBS discretionary mandates booked in Singapore and Hong Kong are putting US equity concentration on the 2027 fee ticket. No single-name ceiling is available outside the client agreement.

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