UBS Investment Mandates

All of our financial competence in one optimized solution for you

UBS Investment Mandates

Based on the UBS House View, UBS Investment Mandates are the unique combination of our global expertise, excellence in instrument selection and portfolio management skills.

Superior expertise, proactive thinking, and timely communication while retaining control. That is what you can enjoy with UBS Investment Mandates. You preside over a unique investment process that brings together financial know-how from experts around the world who share a single aim: ensuring that you achieve your financial goals.

Your financial needs are the focus of our global investment IQ. You become part of a dynamic investment process that combines the expertise of the UBS House View with our disciplined style of managing and growing your wealth. It is a systematic approach that affords you the confidence that comes from working with experts while ensuring you retain control over your long-term investment strategy.

Once you have explained your individual needs and described your attitude toward risk and your ability to bear risks, our specialists construct a diversified, multi-asset class portfolio in line with your priorities. You and your client advisor provide the big picture while our experts see to the precise allocation of your assets and the specific financial instruments required to achieve your objectives.

UBS Investment Mandates draw upon a unique depth of knowledge and insight - far more than any single person could achieve. Our global financial know-how and investment expertise seek to maximize your opportunities while our advanced risk management tools work to minimize the risks involved.

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