Portfolio Management

UBS Investment Solutions provides a range of portfolio alternatives to match your requirements and preferences. It is your choice whether to delegate the structuring and management of your portfolio to our UBS specialists through a discretionary mandate or, with the support of our advisors, to manage your portfolio yourself with an advisory mandate.

Discretionary Mandates

Discretionary mandates are the option for investors who prefer to assign the management of their portfolio to UBS’ experts. Working with your client advisor, you will set your personal investment priorities and goals; he or she will then regularly monitor them, forming a solid basis on which to develop your customized investment strategy. Your portfolio will be structured by our investment specialists using the analysis and recommendations of UBS Wealth Management Research, and regularly reviewed and adjusted as necessary. You will be kept fully informed on the composition of your portfolio as well as all transactions and results through our regular reports. In addition, your client advisor is always available to assist you.

UBS Portfolio Management

UBS Portfolio Management provides an individually structured portfolio. Depending on your investment strategy and asset base, your portfolio will consist of SICAVs from UBS and the world’s best fund managers as well as direct investments. UBS Portfolio Management ensures your assets are in safe hands and that you benefit fully from the active investment strategy of the world’s leading asset manager.