We offer a full range of portfolio solutions to match your investment needs. You can choose from both discretionary or advisory mandates.
A discretionary mandate is the ideal solution for you, if you want to delegate the management of your portfolio to professional UBS investment specialists. As a worldwide leading asset manager we can offer you a wide spectrum of first class portfolio solutions:
A selection of the world’s leading funds from UBS and third party providers
A successful combination of single securities and funds
An
advisory mandate is suitable for you, if you want to take investment decisions yourself while benefiting from UBS’ investment expertise and global research capabilities. The following offerings are available:
Proactive portfolio advice and monitoring by your dedicated investment specialist
Proactive portfolio advice and monitoring by your client advisor supported by an
investment specialist
With approximately 150 analysts working all around the world UBS Wealth Management Research provides research, investment advice and strategy for clients and staff of UBS Wealth Management & Business Banking. It develops