 | e-banking & Financial Information |
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Portfolio Management
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A UBS Portfolio Management Mandate offers you a tailor-made portfolio of securities and investment funds selected from around the world. It reflects your personal investment goals and depends on your needs, your lifestyle and your familiar circumstances.
UBS’s long-term investment strategy is based on extensive analysis and research. Our analysts have at their disposal the latest information systems, evaluation models and methods of analysis for all securities categories. Continuous risk monitoring plays a major role in the success of our wealth management business.
Fixed Income
Income
Yield
Balanced
Growth
Equity
We also provide portfolio management services for portfolios between USD 200,000 and USD 1,000,000 in total assets or equivalent in other currencies, which will be invested in UBS mutual funds exclusively. Thus our dedicated efforts will help you achieve your goal of flourishing wealth.
In practice, we chart the course for success step by step.
Choosing the reference currency
Defining an investment goal
Reporting on your portfolio's performance
Important legal information - please read the disclaimer before proceeding.
Products and services in these webpages are not available for US persons, for the exclusion of residents of other nations see the disclaimers relating to the actual services.
© UBS 1998-2008. All rights reserved.
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| For information about UBS e-banking services around the world, please select your country. | | | | | |
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