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Wealth Management for residents outside the USA > Growing Wealth > Portfolio Management

Portfolio Management
Portfolio Management

Creating a portfolio that is right for you
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.

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Wealth Management for US Residents 

UBS Wealth Management also offers a full range of products and services for US residents.

Looking for a multi-currency account with US tax-reporting capabilities?