UBS Portfolio Management
Make the most of your assets - and your valuable time
UBS Portfolio Management is a discretionary, actively managed portfolio solution for your investment needs. Our investment experts use a carefully selected combination of single securities, investment funds and other innovative financial instruments to achieve a high level of diversification for your portfolio, and provide a service tailored to your personal needs and goals.
You can choose between six investment strategies with different risk-return profiles, and four reference currencies (CHF, EUR, USD, GBP). For selected client domiciles tax aspects may be considered.
Your benefits at a glance:
Personal solution: Your personal portfolio is based on your investment strategy, which is tailored to your financial needs and goals.
Confidence and security: Delegating the daily management of your assets to our specialists saves you valuable time while ensuring constant professional supervision and active management of your portfolio.
Access: With UBS you have access to the investment expertise of a leading asset manager with global research capabilities.
Risk management: The broad diversification of your portfolio, and our structured investment process, can reduce your investment risk.
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