Portfolio Management

Creating a portfolio that is right for you

Working with your Client Advisor, you and the Portfolio Management team can develop a custom portfolio or choose from a select number of pooled portfolios. As a UBS Wealth Management (USA) client, your portfolio will be personally managed by the same professionals who manage multi-million dollar portfolios for institutions, endowments and charitable organizations. Depending on your objectives, a variety of sophisticated investment strategies are employed to maximize portfolio performance, while balancing risk:

Active Asset Allocation
Diversification Standards
Complex Valuation Models
Currency/Hedging Techniques

In addition, a dedicated team of economists and research analysts keep watch on global investment conditions, to assure portfolio 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.