UBS Portfolio Management

Make the most of your assets - and your valuable time

UBS Portfolio Management is a discretionary, actively managed portfolio solution for your investment needs. Our investment experts use a carefully selected combination of single securities, investment funds and other innovative financial instruments to achieve a high level of diversification for your portfolio, and provide a service tailored to your personal needs and goals.

You can choose between six investment strategies with different risk-return profiles, and five reference currencies (CHF, EUR, USD, GBP, CAD). For selected client domiciles tax aspects may be considered.

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Your benefits at a glance:

Personal solution: Your personal portfolio is based on your investment strategy, which is tailored to your financial needs and goals.
Confidence and security: Delegating the daily management of your assets to our specialists saves you valuable time while ensuring constant professional supervision and active management of your portfolio.
Access: With UBS you have access to the investment expertise of a leading asset manager with global research capabilities.
Risk management: The broad diversification of your portfolio, and our structured investment process, can reduce your investment risk.

Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.