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Professional asset management
Professional asset management

In accordance with your personal investment goals
In accordance with your personal investment goals

With a portfolio management mandate you delegate the management of your investment portfolio to the professional asset managers of our bank. Together with your investment adviser you define your specific investment needs and goals. These allow us to develop an optimally diversified long-term asset allocation which is best suited to your needs. The strategy is subsequently adjusted to reflect the bank’s investment outlook. The UBS investment policy is reviewed at monthly intervals, based on extensive financial market and company research efforts.

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