Superior solutions for your wealth

At UBS, we put our clients' needs and wishes first. In other words: we direct our entire global resources to helping you turn your vision into reality.

Protecting and managing wealth is at the heart of what we do

The financial environment today is less predictable and more complex than ever before. Recent times have shown how volatile markets can be, and how none of us can avoid the challenges this creates.

Every day we see how our clients’ needs and preferences vary over time, throughout all life’s stages, and across the globe. And every day we put together the advice and solutions you need to deal successfully with this.

Simplicity is often the result of sophisticated design

Investment Process

In order to offer you the best and most advanced research and investment management, we’ve set up an investment process that’s as simple as it is powerful. This is based on our Chief Investment Office, a global network of experienced economists, strategists, analysts and experts with vast local knowledge.

The CIO’s market insights, analysis and innovative ideas are combined into a focused UBS Wealth Management House View. Shared exclusively with our clients, the House View is incorporated into our discretionary and advisory mandate offering.

Our strategists use these insights to identify market hazards and investment opportunities, and to design the right strategy for your portfolio. When we see changes in the markets, your client advisor can react quickly because your portfolio is regularly monitored. You’re not only informed about potential risks, but also about ways to help mitigate them.

Our highly advanced process has a simple aim: your investment success