Portfolio Solutions based on your needs

Our Portfolio Solutions offer different programs to match your requirements and preferences and are based on our overall investment strategy. You can select from both managed and client-directed programs.

UBS Swiss Financial Advisers Investment Solutions

We offer a comprehensive range of Portfolio Solutions.

Managed programs

UBS Portfolio Management Global Euro

UBS Portfolio Management Global Swiss Franc

UBS Portfolio Management Global US Dollar

UBS Portfolio Management International Euro

UBS Portfolio Management Asia Opportunities US Dollar

UBS Portfolio Management Cash

UBS Managed Fund Portfolio US Dollar

UBS Portfolio Strategy International

Please note: The minimum investment for our UBS Portfolio Management programs is 1'000'000 Swiss Francs (or the equivalent in US Dollar), respectively 500'000 Swiss Francs for our UBS Managed Fund Portfolio


Client-directed programs

UBS Active Portfolio Advisory (Specialist Support)

UBS Investment Advisory (Self directed)