UBS Special Mandate Portfolio

Personalized solutions for you

UBS Special Mandate Portfolio is a tailored solution for the discerning client with special requirements that cannot be fully satisfied by conventional discretionary portfolio management products.

Our starting point is the analysis of your requirements and goals

  • What are your basic investment objectives?
  • What are your personal preferences with respect to risk taking and yield?
  • How does your overall financial situation present itself?

Our Special Mandate Portfolio specialists would be delighted to explore the asset management possibilities with you personally and will identify how our services can be adapted to your unique situation and reveal strategic opportunities that are available. Please contact your client advisor to arrange a personal consultation.